ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $404 | -5.6% | 9 | 0.0% | 0.00% | – |
| Q3 2023 | $428 | +10.9% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $386 | – | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 9 | +12.5% | 0.00% | – |
| Q3 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 8 | -92.7% | 0.00% | -100.0% |
| Q4 2018 | $3,000 | -40.0% | 109 | +1.9% | 0.00% | -25.0% |
| Q3 2018 | $5,000 | +25.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |