ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,558 | +6.4% | 11,102 | -3.9% | 0.20% | -15.8% |
| Q2 2023 | $494,707 | -4.0% | 11,548 | -2.0% | 0.23% | +12.5% |
| Q1 2023 | $515,275 | -7.6% | 11,778 | -1.8% | 0.21% | -10.7% |
| Q4 2022 | $557,364 | +11.9% | 11,989 | -5.5% | 0.23% | -0.4% |
| Q3 2022 | $498,000 | +3.1% | 12,690 | +0.1% | 0.23% | +4.0% |
| Q2 2022 | $483,000 | -6.8% | 12,673 | +0.1% | 0.22% | +2.7% |
| Q1 2022 | $518,000 | +15.4% | 12,662 | -15.2% | 0.22% | +22.3% |
| Q4 2021 | $449,000 | +25.8% | 14,929 | +18.1% | 0.18% | +9.1% |
| Q3 2021 | $357,000 | -2.7% | 12,638 | +0.1% | 0.16% | -1.2% |
| Q2 2021 | $367,000 | +10.9% | 12,624 | +0.1% | 0.17% | -31.4% |
| Q1 2021 | $331,000 | +3.4% | 12,616 | -20.2% | 0.24% | +40.7% |
| Q4 2020 | $320,000 | – | 15,803 | – | 0.17% | – |
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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% |