ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $520,306 | +30.4% | 11,192 | +10.2% | 0.04% | +26.7% |
| Q3 2022 | $399,000 | -84.3% | 10,156 | -84.7% | 0.03% | -83.5% |
| Q2 2022 | $2,536,000 | -56.6% | 66,514 | -53.4% | 0.18% | -44.8% |
| Q1 2022 | $5,837,000 | +33.7% | 142,654 | -1.6% | 0.33% | +33.6% |
| Q4 2021 | $4,365,000 | -1.0% | 145,006 | -7.1% | 0.25% | -15.1% |
| Q3 2021 | $4,410,000 | -11.1% | 156,041 | -8.4% | 0.29% | -15.9% |
| Q2 2021 | $4,958,000 | – | 170,427 | – | 0.35% | – |
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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% |