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 | $538,072 | +139.1% | 5,150 | +111.1% | 0.00% | – |
| Q2 2022 | $225,000 | +12.5% | 2,440 | +35.6% | 0.00% | – |
| Q1 2022 | $200,000 | -29.3% | 1,800 | -25.0% | 0.00% | – |
| Q4 2021 | $283,000 | +9.3% | 2,400 | 0.0% | 0.00% | – |
| Q3 2021 | $259,000 | 0.0% | 2,400 | 0.0% | 0.00% | – |
| Q2 2021 | $259,000 | +2.0% | 2,400 | -5.5% | 0.00% | – |
| Q1 2021 | $254,000 | +5.8% | 2,540 | 0.0% | 0.00% | – |
| Q4 2020 | $240,000 | +13.2% | 2,540 | +100.0% | 0.00% | – |
| Q3 2020 | $212,000 | +4.4% | 1,270 | 0.0% | 0.00% | – |
| Q4 2019 | $203,000 | +1.5% | 1,270 | -13.6% | 0.00% | – |
| Q2 2018 | $200,000 | -9.5% | 1,470 | -12.0% | 0.00% | – |
| Q1 2018 | $221,000 | -0.9% | 1,670 | 0.0% | 0.00% | – |
| Q4 2017 | $223,000 | +6.2% | 1,670 | 0.0% | 0.00% | – |
| Q3 2017 | $210,000 | +3.4% | 1,670 | 0.0% | 0.00% | – |
| Q2 2017 | $203,000 | -37.7% | 1,670 | -47.7% | 0.00% | – |
| Q4 2015 | $326,000 | – | 3,193 | – | 0.00% | – |
Download | ||||||
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% |