ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $590,978 | +10.7% | 12,460 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $533,786 | -2.1% | 12,460 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $545,125 | +94049.4% | 12,460 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $579 | -99.9% | 12,460 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $490,000 | +3.2% | 12,460 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $475,000 | -6.9% | 12,460 | 0.0% | 0.00% | +33.3% |
Q1 2022 | $510,000 | +36.0% | 12,460 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $375,000 | +82.0% | 12,460 | +71.2% | 0.00% | +100.0% |
Q3 2021 | $206,000 | -2.8% | 7,280 | 0.0% | 0.00% | -50.0% |
Q2 2021 | $212,000 | -33.3% | 7,280 | -54.2% | 0.00% | -50.0% |
Q2 2020 | $318,000 | +26.7% | 15,885 | -3.3% | 0.00% | +33.3% |
Q1 2020 | $251,000 | -52.5% | 16,425 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $528,000 | +120.9% | 16,425 | +188.2% | 0.01% | +200.0% |
Q3 2018 | $239,000 | 0.0% | 5,700 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $239,000 | +4.4% | 5,700 | -8.1% | 0.00% | 0.0% |
Q1 2018 | $229,000 | -26.4% | 6,200 | -20.9% | 0.00% | -33.3% |
Q4 2017 | $311,000 | +2.0% | 7,840 | -3.7% | 0.00% | -40.0% |
Q3 2017 | $305,000 | -1.0% | 8,140 | -6.2% | 0.01% | 0.0% |
Q2 2017 | $308,000 | -5.8% | 8,680 | +2.4% | 0.01% | 0.0% |
Q1 2017 | $327,000 | -13.3% | 8,480 | -6.6% | 0.01% | -16.7% |
Q4 2016 | $377,000 | +5.3% | 9,080 | -1.1% | 0.01% | 0.0% |
Q3 2016 | $358,000 | +1.7% | 9,180 | 0.0% | 0.01% | -14.3% |
Q2 2016 | $352,000 | +23.9% | 9,180 | +12.4% | 0.01% | +16.7% |
Q1 2016 | $284,000 | +5.6% | 8,165 | +4.1% | 0.01% | 0.0% |
Q3 2015 | $269,000 | -19.2% | 7,845 | -0.1% | 0.01% | 0.0% |
Q2 2015 | $333,000 | -9.8% | 7,855 | -7.1% | 0.01% | -14.3% |
Q1 2015 | $369,000 | -7.5% | 8,455 | -5.1% | 0.01% | -12.5% |
Q4 2014 | $399,000 | -11.3% | 8,905 | +2.1% | 0.01% | -11.1% |
Q3 2014 | $450,000 | -31.2% | 8,725 | -24.3% | 0.01% | -30.8% |
Q2 2014 | $654,000 | +11.8% | 11,520 | +0.4% | 0.01% | 0.0% |
Q1 2014 | $585,000 | +10.0% | 11,475 | +8.9% | 0.01% | +8.3% |
Q4 2013 | $532,000 | +2.3% | 10,540 | -4.6% | 0.01% | 0.0% |
Q3 2013 | $520,000 | +8.8% | 11,045 | +3.0% | 0.01% | +9.1% |
Q2 2013 | $478,000 | – | 10,725 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
EQ LLC | 64,473 | $2,458,000 | 1.94% |
First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |