ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 361 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $36,704 | +12.0% | 743 | 0.0% | 0.01% | -15.4% |
| Q4 2023 | $32,781 | -7.0% | 743 | 0.0% | 0.01% | -13.3% |
| Q3 2023 | $35,240 | +10.7% | 743 | 0.0% | 0.02% | +15.4% |
| Q2 2023 | $31,830 | -2.1% | 743 | 0.0% | 0.01% | -18.8% |
| Q1 2023 | $32,506 | -5.9% | 743 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $34,542 | -17.8% | 743 | -29.6% | 0.02% | -23.8% |
| Q3 2022 | $42,000 | -76.0% | 1,056 | -77.0% | 0.02% | -76.4% |
| Q2 2022 | $175,000 | +191.7% | 4,592 | +211.1% | 0.09% | +229.6% |
| Q1 2022 | $60,000 | +39.5% | 1,476 | +2.3% | 0.03% | +58.8% |
| Q4 2021 | $43,000 | +22.9% | 1,443 | +16.1% | 0.02% | +6.2% |
| Q3 2021 | $35,000 | +59.1% | 1,243 | +65.7% | 0.02% | +60.0% |
| Q2 2021 | $22,000 | +144.4% | 750 | +150.0% | 0.01% | +150.0% |
| Q1 2021 | $9,000 | +50.0% | 300 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $6,000 | +20.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 2,134,808 | $93,078,000 | 6.49% |
| Prospera Financial Services Inc | 450,898 | $19,659,000 | 4.38% |
| F-Squared Investment Management, LLC | 2,546,851 | $111,043,000 | 4.20% |
| AMG National Trust Bank | 743,464 | $32,415,000 | 3.10% |
| Ken Stern & Associates, Inc. | 91,323 | $3,982,000 | 2.99% |
| RiverFront Investment Group, LLC | 1,295,635 | $56,489,000 | 1.59% |
| Stillwater Capital Advisors, LLC | 83,469 | $3,639,000 | 1.11% |
| Starfire Investment Advisers, Inc. | 56,572 | $2,466,594,000 | 0.81% |
| Hilltop Holdings Inc. | 70,631 | $3,080,000 | 0.79% |
| Risk Paradigm Group, LLC | 15,791 | $688,487,000 | 0.67% |