ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 256 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $76,945 | +1960.7% | 1,744 | +1951.8% | 0.01% | – |
| Q1 2023 | $3,734 | +2163.0% | 85 | -97.6% | 0.00% | -100.0% |
| Q4 2022 | $165 | -99.9% | 3,559 | +12.7% | 0.02% | +15.4% |
| Q3 2022 | $124,000 | -77.8% | 3,158 | -78.4% | 0.01% | -75.9% |
| Q2 2022 | $558,000 | -0.5% | 14,639 | +6.9% | 0.05% | +8.0% |
| Q1 2022 | $561,000 | +82.1% | 13,700 | +34.1% | 0.05% | +78.6% |
| Q4 2021 | $308,000 | +63.0% | 10,218 | +53.0% | 0.03% | +47.4% |
| Q3 2021 | $189,000 | +18.9% | 6,680 | +22.6% | 0.02% | +18.8% |
| Q2 2021 | $159,000 | +8.2% | 5,450 | -3.0% | 0.02% | 0.0% |
| Q1 2021 | $147,000 | – | 5,616 | – | 0.02% | – |
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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% |