ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 337 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |