ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,776 | -3.5% | 3,495 | -12.8% | 0.02% | +5.6% |
| Q2 2023 | $171,779 | -2.4% | 4,010 | -0.3% | 0.02% | -5.3% |
| Q1 2023 | $175,925 | -94.5% | 4,021 | -95.2% | 0.02% | -95.0% |
| Q2 2022 | $3,173,000 | -49.8% | 83,244 | -46.1% | 0.38% | -39.7% |
| Q1 2022 | $6,320,000 | +53.9% | 154,459 | +13.2% | 0.63% | +52.7% |
| Q4 2021 | $4,106,000 | +0.6% | 136,418 | -5.6% | 0.41% | -4.4% |
| Q3 2021 | $4,082,000 | -26.2% | 144,461 | -24.0% | 0.43% | -27.3% |
| Q2 2021 | $5,528,000 | +48.7% | 190,024 | +34.1% | 0.59% | +27.5% |
| Q1 2021 | $3,718,000 | – | 141,756 | – | 0.46% | – |
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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% |