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 | $41,792 | -3.6% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $43,332 | +8.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $40,028 | +7.1% | 400 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $37,380 | +6.8% | 400 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $35,000 | -5.4% | 400 | 0.0% | 0.02% | +5.3% |
| Q2 2022 | $37,000 | -17.8% | 400 | 0.0% | 0.02% | -13.6% |
| Q1 2022 | $45,000 | -4.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $47,000 | +9.3% | 400 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $43,000 | 0.0% | 400 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $43,000 | +7.5% | 400 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $40,000 | +5.3% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $38,000 | +15.2% | 400 | +100.0% | 0.02% | -7.4% |
| Q3 2020 | $33,000 | +6.5% | 200 | 0.0% | 0.03% | +8.0% |
| Q2 2020 | $31,000 | +24.0% | 200 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $25,000 | -21.9% | 200 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $32,000 | – | 200 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |