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 | $289,410 | -51.8% | 2,770 | -50.0% | 0.08% | -3.6% |
| Q2 2023 | $600,148 | +131.8% | 5,540 | +100.0% | 0.08% | +7.7% |
| Q1 2023 | $258,857 | 0.0% | 2,770 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $258,857 | +6.5% | 2,770 | 0.0% | 0.08% | -2.5% |
| Q3 2022 | $243,000 | -5.1% | 2,770 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $256,000 | -58.4% | 2,770 | -50.0% | 0.08% | -6.0% |
| Q1 2022 | $616,000 | +89.0% | 5,540 | +100.0% | 0.08% | -3.4% |
| Q4 2021 | $326,000 | +9.0% | 2,770 | 0.0% | 0.09% | +4.8% |
| Q3 2021 | $299,000 | – | 2,770 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |