ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 337 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,555 | -69.5% | 5,639 | -68.9% | 0.16% | -70.7% |
| Q1 2023 | $792,506 | -0.8% | 18,114 | +5.4% | 0.56% | -5.4% |
| Q4 2022 | $798,747 | +20.7% | 17,181 | +2.1% | 0.60% | +18.1% |
| Q3 2022 | $662,000 | +2.3% | 16,833 | -0.9% | 0.50% | +11.5% |
| Q2 2022 | $647,000 | -13.0% | 16,985 | -6.6% | 0.45% | +16.5% |
| Q1 2022 | $744,000 | – | 18,176 | – | 0.39% | – |
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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% |