ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 36,576 | $4,262,224 | 2.11% |
| Capital Investment Advisors, LLC | 3,282 | $382,460 | 0.01% |
| Anchor Investment Management, LLC | 257 | $29,948 | 0.00% |
| ST GERMAIN D J CO INC | 364 | $42,417 | 0.00% |
| COUNTRY TRUST BANK | 54 | $6,293 | 0.00% |