ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,512 | +2.2% | 7,369 | -15.3% | 0.00% | – |
| Q3 2022 | $342,000 | -84.4% | 8,695 | -84.9% | 0.00% | -100.0% |
| Q2 2022 | $2,188,000 | +804.1% | 57,409 | +521.4% | 0.00% | – |
| Q1 2021 | $242,000 | -14.8% | 9,238 | +36.4% | 0.00% | – |
| Q3 2018 | $284,000 | -46.9% | 6,775 | -49.8% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | +66.1% | 13,491 | +56.7% | 0.00% | – |
| Q3 2017 | $322,000 | +51.2% | 8,612 | +43.7% | 0.00% | – |
| Q2 2017 | $213,000 | -77.6% | 5,994 | -73.8% | 0.00% | -100.0% |
| Q4 2016 | $950,000 | -70.4% | 22,861 | -75.2% | 0.00% | -75.0% |
| Q1 2016 | $3,207,000 | +423.2% | 92,200 | +537.8% | 0.01% | +700.0% |
| Q2 2015 | $613,000 | -60.5% | 14,455 | -59.3% | 0.00% | -66.7% |
| Q1 2015 | $1,550,000 | +79.6% | 35,545 | +84.6% | 0.00% | +50.0% |
| Q4 2014 | $863,000 | +163.1% | 19,250 | +202.8% | 0.00% | +100.0% |
| Q3 2014 | $328,000 | -6.0% | 6,358 | -7.2% | 0.00% | 0.0% |
| Q1 2014 | $349,000 | – | 6,853 | – | 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% |