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 | $517,000 | +45692.7% | 12,088 | -50.2% | 0.03% | -60.3% |
| Q4 2022 | $1,129 | -99.7% | 24,278 | +117.4% | 0.07% | +231.8% |
| Q2 2021 | $325,000 | +104.4% | 11,165 | +97.1% | 0.02% | +266.7% |
| Q1 2021 | $159,000 | +7850.0% | 5,665 | +3676.7% | 0.01% | – |
| Q1 2020 | $2,000 | -97.6% | 150 | -94.3% | 0.00% | -100.0% |
| Q4 2019 | $84,000 | +1.2% | 2,617 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $83,000 | – | 2,617 | – | 0.01% | – |
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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% |