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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761 | +10.8% | 16 | 0.0% | 0.00% | – |
| Q2 2023 | $687 | -76.1% | 16 | -75.8% | 0.00% | -100.0% |
| Q1 2023 | $2,875 | -62.8% | 66 | -60.2% | 0.00% | -75.0% |
| Q4 2022 | $7,738 | -57.0% | 166 | -63.0% | 0.00% | -66.7% |
| Q3 2022 | $18,000 | -87.9% | 449 | -88.5% | 0.01% | -86.2% |
| Q2 2022 | $149,000 | -47.7% | 3,914 | -43.7% | 0.09% | -54.5% |
| Q1 2022 | $285,000 | – | 6,958 | – | 0.19% | – |
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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% |