ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,824 | -7.0% | 200 | 0.0% | 0.00% | -20.0% |
Q3 2023 | $9,486 | +10.7% | 200 | 0.0% | 0.01% | +25.0% |
Q2 2023 | $8,568 | -2.1% | 200 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $8,750 | +62.2% | 200 | +72.4% | 0.01% | +66.7% |
Q4 2022 | $5,393 | +7.9% | 116 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | +25.0% | 116 | 0.0% | 0.00% | +50.0% |
Q2 2022 | $4,000 | -20.0% | 116 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $5,000 | -16.7% | 116 | -42.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $6,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $7,000 | -94.2% | 200 | -92.7% | 0.00% | -94.7% |
Q1 2015 | $120,000 | -2.4% | 2,745 | 0.0% | 0.04% | -5.0% |
Q4 2014 | $123,000 | -12.8% | 2,745 | 0.0% | 0.04% | -14.9% |
Q3 2014 | $141,000 | -9.6% | 2,745 | 0.0% | 0.05% | -7.8% |
Q2 2014 | $156,000 | +24.8% | 2,745 | +12.3% | 0.05% | +8.5% |
Q1 2014 | $125,000 | +1.6% | 2,445 | 0.0% | 0.05% | +2.2% |
Q4 2013 | $123,000 | +7.0% | 2,445 | 0.0% | 0.05% | -2.1% |
Q3 2013 | $115,000 | – | 2,445 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |