ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 304 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,000 | -2.8% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $247,000 | +12.0% | 5,000 | 0.0% | 0.01% | +25.0% |
| Q4 2023 | $220,600 | -7.0% | 5,000 | 0.0% | 0.00% | -20.0% |
| Q3 2023 | $237,150 | +10.7% | 5,000 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $214,200 | -2.1% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $218,750 | +94188.8% | 5,000 | 0.0% | 0.00% | -42.9% |
| Q4 2022 | $232 | – | 5,000 | – | 0.01% | – |
Download | ||||||
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% |