ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,942 | -1.5% | 5,274 | +0.6% | 0.03% | -11.1% |
| Q1 2023 | $229,393 | -31.1% | 5,243 | -26.8% | 0.04% | -41.9% |
| Q4 2022 | $332,923 | +17.6% | 7,162 | -0.6% | 0.06% | +17.0% |
| Q3 2022 | $283,000 | -12.9% | 7,206 | -15.5% | 0.05% | -17.2% |
| Q2 2022 | $325,000 | -33.1% | 8,530 | -28.2% | 0.06% | -15.8% |
| Q1 2022 | $486,000 | +48500.0% | 11,885 | +12960.4% | 0.08% | – |
| Q1 2020 | $1,000 | -94.7% | 91 | -85.0% | 0.00% | -100.0% |
| Q4 2019 | $19,000 | – | 607 | – | 0.01% | – |
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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% |