ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 301 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,494 | +31.9% | 6,457 | +40.2% | 0.01% | +20.0% |
| Q4 2022 | $214,173 | -23.8% | 4,606 | -37.5% | 0.01% | -37.5% |
| Q2 2022 | $281,000 | -20.8% | 7,374 | -15.1% | 0.02% | -20.0% |
| Q1 2022 | $355,000 | +46.1% | 8,686 | +7.6% | 0.02% | +42.9% |
| Q4 2021 | $243,000 | +18.0% | 8,071 | +10.7% | 0.01% | 0.0% |
| Q3 2021 | $206,000 | -4.2% | 7,293 | -1.2% | 0.01% | -6.7% |
| Q2 2021 | $215,000 | – | 7,383 | – | 0.02% | – |
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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% |