ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,927 | +4.6% | 2,986 | +0.2% | 0.06% | -3.0% |
| Q1 2024 | $380,469 | +9.9% | 2,979 | +0.2% | 0.07% | -1.5% |
| Q4 2023 | $346,271 | +12.4% | 2,972 | +0.8% | 0.07% | -4.2% |
| Q3 2023 | $307,989 | -3.6% | 2,948 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $319,338 | +8.5% | 2,948 | +0.3% | 0.07% | -6.8% |
| Q1 2023 | $294,238 | +7.5% | 2,940 | +0.3% | 0.07% | +4.2% |
| Q4 2022 | $273,817 | – | 2,930 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |