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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |