ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,967 | -97.3% | 4,691 | -97.2% | 0.08% | -97.7% |
| Q1 2023 | $7,402,395 | -4.6% | 169,197 | +1.4% | 3.29% | -10.6% |
| Q4 2022 | $7,759,064 | -2.6% | 166,897 | -17.6% | 3.68% | +3.2% |
| Q3 2022 | $7,964,000 | -29.7% | 202,592 | -31.8% | 3.57% | -23.0% |
| Q2 2022 | $11,331,000 | +7.1% | 297,249 | +15.0% | 4.64% | +31.0% |
| Q1 2022 | $10,580,000 | +36.6% | 258,549 | +0.5% | 3.54% | +55.5% |
| Q4 2021 | $7,745,000 | – | 257,304 | – | 2.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 568,441 | $29,297,000 | 3.04% |
| Madden Advisory Services, Inc. | 101,962 | $5,255,000 | 2.73% |
| STRINGER ASSET MANAGEMENT, LLC | 15,957 | $822,000 | 1.20% |
| Atria Investments, Inc | 190,047 | $9,795,000 | 1.00% |
| Stillwater Capital Advisors, LLC | 42,362 | $2,183,000 | 0.73% |
| Noven Financial Group, Inc. | 19,436 | $1,002,000 | 0.73% |
| ACG Wealth | 47,473 | $2,447,000 | 0.69% |
| Winslow, Evans & Crocker, Inc. | 32,172 | $1,658,074,000 | 0.48% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 457,882 | $23,599,000 | 0.41% |
| Pinnacle Summer Investments, Inc. | 68,468 | $3,529,000 | 0.39% |