ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,000 | 0.0% | 280 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $8,000 | 0.0% | 280 | 0.0% | 0.00% | +100.0% |
| Q2 2021 | $8,000 | +14.3% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -53.3% | 280 | -61.2% | 0.00% | -66.7% |
| Q4 2020 | $15,000 | +25.0% | 722 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | -42.9% | 722 | -31.4% | 0.00% | -40.0% |
| Q2 2020 | $21,000 | +31.2% | 1,052 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $16,000 | -52.9% | 1,052 | 0.0% | 0.00% | -42.9% |
| Q4 2019 | $34,000 | -5.6% | 1,052 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $36,000 | -7.7% | 1,052 | -1.6% | 0.01% | -11.1% |
| Q1 2019 | $39,000 | +18.2% | 1,069 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -44.1% | 1,066 | -24.4% | 0.01% | -30.8% |
| Q3 2018 | $59,000 | 0.0% | 1,410 | +0.2% | 0.01% | -13.3% |
| Q2 2018 | $59,000 | +13.5% | 1,407 | 0.0% | 0.02% | +15.4% |
| Q1 2018 | $52,000 | -7.1% | 1,407 | +0.2% | 0.01% | -7.1% |
| Q4 2017 | $56,000 | -12.5% | 1,404 | -17.3% | 0.01% | -26.3% |
| Q3 2017 | $64,000 | +6.7% | 1,697 | +0.1% | 0.02% | 0.0% |
| Q2 2017 | $60,000 | -7.7% | 1,695 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $65,000 | -7.1% | 1,695 | +0.2% | 0.02% | -13.0% |
| Q4 2016 | $70,000 | +6.1% | 1,692 | +0.2% | 0.02% | 0.0% |
| Q3 2016 | $66,000 | +1.5% | 1,688 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $65,000 | +18.2% | 1,688 | +6.1% | 0.02% | +15.0% |
| Q1 2016 | $55,000 | +1.9% | 1,591 | +0.3% | 0.02% | 0.0% |
| Q4 2015 | $54,000 | 0.0% | 1,586 | +0.1% | 0.02% | -4.8% |
| Q3 2015 | $54,000 | -14.3% | 1,584 | +6.9% | 0.02% | -4.5% |
| Q2 2015 | $63,000 | -3.1% | 1,482 | +0.1% | 0.02% | +4.8% |
| Q1 2015 | $65,000 | -1.5% | 1,481 | +0.1% | 0.02% | -4.5% |
| Q4 2014 | $66,000 | -13.2% | 1,480 | 0.0% | 0.02% | -15.4% |
| Q3 2014 | $76,000 | -9.5% | 1,480 | 0.0% | 0.03% | -3.7% |
| Q2 2014 | $84,000 | +12.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $75,000 | 0.0% | 1,480 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $75,000 | +7.1% | 1,480 | 0.0% | 0.03% | -3.6% |
| Q3 2013 | $70,000 | +6.1% | 1,480 | 0.0% | 0.03% | +12.0% |
| Q2 2013 | $66,000 | – | 1,480 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |