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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,038,129 | +947.4% | 105,487 | +734.7% | 0.34% | +655.6% |
| Q2 2022 | $481,000 | -58.6% | 12,637 | -55.5% | 0.04% | -54.1% |
| Q1 2022 | $1,162,000 | +66.5% | 28,420 | +22.4% | 0.10% | +66.1% |
| Q4 2021 | $698,000 | +9.7% | 23,217 | +3.0% | 0.06% | -18.1% |
| Q3 2021 | $636,000 | -45.0% | 22,536 | -43.4% | 0.07% | -48.2% |
| Q2 2021 | $1,157,000 | +110.7% | 39,801 | +90.1% | 0.14% | +58.0% |
| Q1 2021 | $549,000 | – | 20,940 | – | 0.09% | – |
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% |