ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,071 | -84.7% | 43,664 | -86.2% | 0.01% | -83.9% |
| Q2 2023 | $13,505 | +6.2% | 315,367 | +8.4% | 0.03% | 0.0% |
| Q1 2023 | $12,717 | +7.4% | 290,796 | +14.1% | 0.03% | 0.0% |
| Q4 2022 | $11,841 | -99.9% | 254,844 | +9.5% | 0.03% | +24.0% |
| Q3 2022 | $9,163,000 | +7.2% | 232,638 | +3.8% | 0.02% | +8.7% |
| Q2 2022 | $8,545,000 | -47.6% | 224,181 | -52.9% | 0.02% | -28.1% |
| Q1 2022 | $16,321,000 | +19.5% | 476,199 | +1.4% | 0.03% | +18.5% |
| Q4 2021 | $13,658,000 | +1.9% | 469,519 | +1.5% | 0.03% | -3.6% |
| Q3 2021 | $13,407,000 | -1.8% | 462,620 | -1.4% | 0.03% | 0.0% |
| Q2 2021 | $13,653,000 | +16.3% | 469,322 | +4.9% | 0.03% | +7.7% |
| Q1 2021 | $11,738,000 | – | 447,494 | – | 0.03% | – |
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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% |