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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,394 | -2.1% | 336 | 0.0% | 0.00% | – |
| Q1 2023 | $14,700 | -5.9% | 336 | 0.0% | 0.00% | – |
| Q4 2022 | $15,621 | +20.2% | 336 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 336 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | +40.0% | 336 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | -10.0% | 336 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +80.0% | 336 | +135.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 143 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -33.3% | 143 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 143 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | -16.7% | 143 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | – | 143 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 2,134,808 | $93,078,000 | 6.49% |
| Prospera Financial Services Inc | 450,898 | $19,659,000 | 4.38% |
| F-Squared Investment Management, LLC | 2,546,851 | $111,043,000 | 4.20% |
| AMG National Trust Bank | 743,464 | $32,415,000 | 3.10% |
| Ken Stern & Associates, Inc. | 91,323 | $3,982,000 | 2.99% |
| RiverFront Investment Group, LLC | 1,295,635 | $56,489,000 | 1.59% |
| Stillwater Capital Advisors, LLC | 83,469 | $3,639,000 | 1.11% |
| Starfire Investment Advisers, Inc. | 56,572 | $2,466,594,000 | 0.81% |
| Hilltop Holdings Inc. | 70,631 | $3,080,000 | 0.79% |
| Risk Paradigm Group, LLC | 15,791 | $688,487,000 | 0.67% |