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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $272,864 | -5.8% | 6,237 | +0.1% | 0.13% | -18.2% |
| Q4 2022 | $289,608 | +18.7% | 6,229 | +0.3% | 0.15% | +4.8% |
| Q3 2022 | $244,000 | +3.0% | 6,212 | 0.0% | 0.15% | +3.5% |
| Q2 2022 | $237,000 | -6.7% | 6,212 | +0.1% | 0.14% | +25.7% |
| Q1 2022 | $254,000 | +76.4% | 6,206 | +21.4% | 0.11% | +50.7% |
| Q3 2021 | $144,000 | -3.4% | 5,113 | 0.0% | 0.08% | -7.4% |
| Q2 2021 | $149,000 | +11.2% | 5,113 | 0.0% | 0.08% | +8.0% |
| Q1 2021 | $134,000 | +30.1% | 5,113 | 0.0% | 0.08% | +8.7% |
| Q4 2020 | $103,000 | +25.6% | 5,113 | -0.5% | 0.07% | +1.5% |
| Q3 2020 | $82,000 | -20.4% | 5,137 | 0.0% | 0.07% | -26.1% |
| Q2 2020 | $103,000 | – | 5,137 | – | 0.09% | – |
Download | ||||||
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% |