ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $102 | -100.0% | 2,323 | -91.8% | 0.00% | -87.5% |
| Q4 2018 | $881,000 | +35.1% | 28,271 | +81.9% | 0.01% | +60.0% |
| Q3 2018 | $652,000 | +17.5% | 15,542 | +17.5% | 0.01% | 0.0% |
| Q2 2018 | $555,000 | -55.0% | 13,224 | -60.4% | 0.01% | -50.0% |
| Q1 2018 | $1,234,000 | +120.4% | 33,384 | +136.4% | 0.01% | +100.0% |
| Q4 2017 | $560,000 | +43.2% | 14,121 | +28.3% | 0.01% | +25.0% |
| Q2 2017 | $391,000 | +113.7% | 11,007 | +135.0% | 0.00% | +100.0% |
| Q3 2016 | $183,000 | -95.4% | 4,684 | -95.5% | 0.00% | -92.9% |
| Q2 2016 | $3,967,000 | +571.2% | 103,424 | +500.2% | 0.03% | +600.0% |
| Q3 2015 | $591,000 | -93.1% | 17,232 | -91.5% | 0.00% | -92.9% |
| Q2 2015 | $8,552,000 | +68.0% | 201,795 | +72.8% | 0.06% | +86.7% |
| Q1 2015 | $5,090,000 | +717.0% | 116,753 | +740.3% | 0.03% | +900.0% |
| Q4 2014 | $623,000 | -88.8% | 13,895 | -87.1% | 0.00% | -90.9% |
| Q3 2014 | $5,553,000 | -2.2% | 107,741 | +7.8% | 0.03% | 0.0% |
| Q2 2014 | $5,676,000 | +100.2% | 99,928 | +78.0% | 0.03% | +175.0% |
| Q4 2013 | $2,835,000 | -34.3% | 56,147 | -42.1% | 0.01% | -42.9% |
| Q2 2013 | $4,316,000 | – | 96,928 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 81,039 | $3,109,000 | 3.66% |
| AMG National Trust Bank | 634,768 | $24,350,000 | 2.18% |
| ALLSTATE CORP | 564,800 | $21,666,000 | 1.42% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $992,000 | 0.99% |
| Round Table Services, LLC | 38,148 | $1,463,000 | 0.82% |
| Stillwater Capital Advisors, LLC | 71,745 | $2,752,000 | 0.82% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 44,921 | $1,723,000 | 0.81% |
| CETERA INVESTMENT MANAGEMENT LLC | 35,319 | $1,355,000 | 0.80% |
| Archford Capital Strategies, LLC | 38,774 | $1,487,000 | 0.78% |
| GRIMES & COMPANY, INC. | 106,883 | $4,100,000 | 0.55% |