ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 308 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $346,938 | +20260.2% | 7,930 | -78.4% | 0.10% | -81.8% |
| Q4 2022 | $1,704 | -99.9% | 36,647 | -4.9% | 0.57% | -11.7% |
| Q3 2022 | $1,514,000 | -46.4% | 38,525 | -48.0% | 0.64% | -52.3% |
| Q2 2022 | $2,825,000 | -18.0% | 74,116 | -12.0% | 1.34% | +6.0% |
| Q1 2022 | $3,445,000 | +72.2% | 84,188 | +26.7% | 1.27% | +55.0% |
| Q4 2021 | $2,001,000 | +5.0% | 66,466 | -1.5% | 0.82% | +36.8% |
| Q3 2021 | $1,906,000 | +31.5% | 67,460 | +22.2% | 0.60% | +28.6% |
| Q2 2021 | $1,449,000 | – | 55,185 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |