ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 308 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,113,988 | -11.7% | 25,249 | -5.1% | 0.56% | -29.2% |
| Q3 2023 | $1,262,287 | +35.7% | 26,614 | +22.5% | 0.78% | +25.8% |
| Q2 2023 | $930,428 | -2.7% | 21,719 | -0.6% | 0.62% | -15.8% |
| Q1 2023 | $955,827 | +21.5% | 21,847 | +29.1% | 0.74% | -1.9% |
| Q4 2022 | $786,408 | – | 16,916 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |