ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,147 | -5.5% | 10,974 | -2.1% | 0.00% | -20.0% |
| Q2 2023 | $1,214 | +8.6% | 11,204 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $1,118 | +7.4% | 11,175 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $1,041 | -99.9% | 11,135 | +0.4% | 0.01% | -16.7% |
| Q3 2022 | $972,000 | -4.6% | 11,086 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $1,019,000 | +177.7% | 11,037 | +234.5% | 0.01% | +200.0% |
| Q1 2022 | $367,000 | – | 3,300 | – | 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% |