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 | $1,229,428 | +3.3% | 9,292 | 0.0% | 0.44% | +7.4% |
| Q1 2024 | $1,190,212 | +9.9% | 9,292 | 0.0% | 0.41% | -7.7% |
| Q4 2023 | $1,082,797 | +11.5% | 9,292 | 0.0% | 0.44% | +13.4% |
| Q3 2023 | $970,828 | -3.6% | 9,292 | 0.0% | 0.39% | -8.1% |
| Q2 2023 | $1,006,602 | +8.3% | 9,292 | 0.0% | 0.42% | +10.8% |
| Q1 2023 | $929,850 | +7.1% | 9,292 | 0.0% | 0.38% | +9.8% |
| Q4 2022 | $868,337 | +6.6% | 9,292 | 0.0% | 0.35% | -22.9% |
| Q3 2022 | $814,908 | -6.0% | 9,292 | -1.1% | 0.45% | -6.8% |
| Q2 2022 | $867,351 | -17.4% | 9,392 | -0.4% | 0.48% | +4.1% |
| Q1 2022 | $1,050,348 | -7.5% | 9,432 | -2.1% | 0.46% | +7.9% |
| Q4 2021 | $1,135,131 | – | 9,632 | – | 0.43% | – |
Download | ||||||
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% |