ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $311,129 | -14.5% | 6,692 | -27.7% | 0.03% | -18.4% |
| Q3 2022 | $364,000 | -64.7% | 9,261 | -65.8% | 0.04% | -63.8% |
| Q2 2022 | $1,032,000 | -44.0% | 27,085 | -39.9% | 0.10% | -34.4% |
| Q1 2022 | $1,844,000 | +22.9% | 45,064 | -9.6% | 0.16% | +14.3% |
| Q4 2021 | $1,501,000 | -42.5% | 49,854 | -46.1% | 0.14% | -48.3% |
| Q3 2021 | $2,612,000 | +52.2% | 92,434 | +56.7% | 0.27% | +47.3% |
| Q2 2021 | $1,716,000 | +27.7% | 58,992 | +15.1% | 0.18% | +15.7% |
| Q1 2021 | $1,344,000 | – | 51,254 | – | 0.16% | – |
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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% |