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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241 | -3.6% | 2,308 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $250 | +8.2% | 2,308 | 0.0% | 0.18% | +1.7% |
| Q1 2023 | $231 | +6.9% | 2,308 | 0.0% | 0.18% | -4.3% |
| Q4 2022 | $216 | -99.9% | 2,308 | 0.0% | 0.19% | -3.6% |
| Q3 2022 | $202,000 | -5.2% | 2,308 | 0.0% | 0.20% | -6.2% |
| Q2 2022 | $213,000 | -17.1% | 2,308 | 0.0% | 0.21% | -10.0% |
| Q1 2022 | $257,000 | -5.5% | 2,308 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $272,000 | +9.2% | 2,308 | 0.0% | 0.23% | 0.0% |
| Q3 2021 | $249,000 | 0.0% | 2,308 | 0.0% | 0.23% | -3.3% |
| Q2 2021 | $249,000 | – | 2,308 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |