ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,406,071 | +396.1% | 113,980 | +348.1% | 0.01% | +600.0% |
| Q2 2023 | $1,089,635 | +3708.3% | 25,435 | +3789.1% | 0.00% | – |
| Q1 2023 | $28,612 | -100.0% | 654 | -65.6% | 0.00% | – |
| Q1 2022 | $77,748,000 | -98.1% | 1,900 | -98.4% | 0.00% | -100.0% |
| Q4 2015 | $4,063,200,000 | -12.8% | 120,000 | +9.1% | 0.01% | -23.1% |
| Q2 2015 | $4,661,800,000 | -46.5% | 110,000 | -45.0% | 0.01% | -45.8% |
| Q1 2015 | $8,720,000,000 | +202690.7% | 200,000 | +92923.3% | 0.02% | – |
| Q3 2014 | $4,300,000 | -90.2% | 215 | 0.0% | 0.00% | – |
| Q2 2014 | $44,075,000 | +141.2% | 215 | 0.0% | 0.00% | – |
| Q1 2014 | $18,275,000 | – | 215 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |