ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 188 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 11.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,462 | -2.3% | 20,888 | +1.3% | 0.23% | +0.9% |
| Q2 2023 | $2,233,309 | +2.9% | 20,615 | -85.6% | 0.23% | +87.6% |
| Q1 2023 | $2,169,427 | -16.3% | 142,718 | +414.3% | 0.12% | +4.3% |
| Q4 2022 | $2,593,106 | +57.8% | 27,749 | +48.1% | 0.12% | +19.6% |
| Q3 2022 | $1,643,000 | -1.4% | 18,735 | +4.9% | 0.10% | -34.5% |
| Q2 2022 | $1,667,000 | -42.9% | 17,857 | -31.8% | 0.15% | -9.8% |
| Q1 2022 | $2,917,000 | +40.8% | 26,190 | +48.9% | 0.16% | -6.3% |
| Q4 2021 | $2,072,000 | +19.7% | 17,584 | +1.4% | 0.18% | +26.8% |
| Q1 2021 | $1,731,000 | +99.0% | 17,338 | +87.9% | 0.14% | +72.5% |
| Q4 2020 | $870,000 | – | 9,228 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |