ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,437,425 | +8.3% | 22,500 | 0.0% | 0.18% | +2.8% |
| Q1 2023 | $2,251,575 | +106964.9% | 22,500 | 0.0% | 0.18% | +0.6% |
| Q4 2022 | $2,103 | -99.9% | 22,500 | 0.0% | 0.18% | -3.2% |
| Q3 2022 | $1,973,000 | -5.1% | 22,500 | 0.0% | 0.18% | -2.6% |
| Q2 2022 | $2,078,000 | -17.1% | 22,500 | 0.0% | 0.19% | -6.9% |
| Q1 2022 | $2,506,000 | -5.5% | 22,500 | 0.0% | 0.20% | -4.7% |
| Q4 2021 | $2,652,000 | +9.3% | 22,500 | 0.0% | 0.21% | -0.5% |
| Q3 2021 | $2,427,000 | -0.1% | 22,500 | 0.0% | 0.22% | -0.5% |
| Q2 2021 | $2,429,000 | +8.1% | 22,500 | 0.0% | 0.22% | -0.9% |
| Q1 2021 | $2,247,000 | +5.9% | 22,500 | 0.0% | 0.22% | +2.3% |
| Q4 2020 | $2,122,000 | – | 22,500 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |