ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,851 | +8.3% | 5,689 | -2.1% | 0.01% | 0.0% |
| Q2 2023 | $249,091 | +6127.3% | 5,814 | +6020.0% | 0.01% | +500.0% |
| Q3 2018 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | +33.3% | 95 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $3,000 | – | 95 | – | 0.00% | – |
Download | ||||||
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% |