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 | $7,570 | +8.1% | 163 | 0.0% | 0.00% | – |
| Q2 2023 | $7,006 | -5.8% | 163 | 0.0% | 0.00% | – |
| Q1 2023 | $7,441 | +2.1% | 163 | 0.0% | 0.00% | – |
| Q4 2022 | $7,288 | +7.9% | 163 | 0.0% | 0.00% | – |
| Q3 2022 | $6,753 | +7.3% | 163 | 0.0% | 0.00% | – |
| Q2 2022 | $6,295 | -6.4% | 163 | 0.0% | 0.00% | – |
| Q1 2022 | $6,729 | +30.0% | 163 | +0.6% | 0.00% | – |
| Q4 2021 | $5,176 | – | 162 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 81,039 | $3,109,000 | 3.66% |
| AMG National Trust Bank | 634,768 | $24,350,000 | 2.18% |
| ALLSTATE CORP | 564,800 | $21,666,000 | 1.42% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $992,000 | 0.99% |
| Round Table Services, LLC | 38,148 | $1,463,000 | 0.82% |
| Stillwater Capital Advisors, LLC | 71,745 | $2,752,000 | 0.82% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 44,921 | $1,723,000 | 0.81% |
| CETERA INVESTMENT MANAGEMENT LLC | 35,319 | $1,355,000 | 0.80% |
| Archford Capital Strategies, LLC | 38,774 | $1,487,000 | 0.78% |
| GRIMES & COMPANY, INC. | 106,883 | $4,100,000 | 0.55% |