ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $55,000 | +27.9% | 2,700 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $43,000 | -20.4% | 2,700 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $54,000 | +12.5% | 2,700 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $48,000 | -44.8% | 2,700 | 0.0% | 0.01% | -37.5% |
| Q4 2019 | $87,000 | +1.2% | 2,700 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $86,000 | -8.5% | 2,700 | -1.5% | 0.01% | -18.2% |
| Q2 2019 | $94,000 | -5.1% | 2,741 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $99,000 | +16.5% | 2,741 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $85,000 | -16.7% | 2,741 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $102,000 | -40.7% | 2,741 | -34.3% | 0.01% | -41.7% |
| Q2 2018 | $172,000 | +12.4% | 4,172 | +1.0% | 0.02% | -4.0% |
| Q1 2018 | $153,000 | -1.9% | 4,129 | +4.8% | 0.02% | -3.8% |
| Q4 2017 | $156,000 | +22.8% | 3,941 | +15.9% | 0.03% | -10.3% |
| Q3 2017 | $127,000 | – | 3,400 | – | 0.03% | – |
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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% |