ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,860 | +227.1% | 2,000 | +185.7% | 0.01% | +700.0% |
| Q1 2022 | $29,000 | -71.0% | 700 | -75.9% | 0.00% | -98.1% |
| Q2 2019 | $100,000 | +51.5% | 2,900 | +52.6% | 0.05% | +48.6% |
| Q1 2016 | $66,000 | +11.9% | 1,900 | +40.7% | 0.04% | +118.8% |
| Q1 2015 | $59,000 | -9.2% | 1,350 | -6.9% | 0.02% | -5.9% |
| Q4 2014 | $65,000 | -43.5% | 1,450 | -36.1% | 0.02% | -10.5% |
| Q1 2014 | $115,000 | – | 2,270 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |