ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481 | -0.2% | 10,132 | -9.9% | 0.02% | +4.3% |
| Q2 2023 | $482 | +0.8% | 11,246 | +2.9% | 0.02% | -4.2% |
| Q1 2023 | $478 | +5.8% | 10,926 | +12.4% | 0.02% | -4.0% |
| Q4 2022 | $452 | -99.9% | 9,720 | -0.1% | 0.02% | +19.0% |
| Q3 2022 | $382,000 | +15.8% | 9,726 | +12.5% | 0.02% | +16.7% |
| Q2 2022 | $330,000 | -8.1% | 8,645 | -1.6% | 0.02% | +12.5% |
| Q1 2022 | $359,000 | +78.6% | 8,783 | +83.6% | 0.02% | -36.0% |
| Q2 2018 | $201,000 | -3.8% | 4,783 | -5.0% | 0.02% | -19.4% |
| Q4 2016 | $209,000 | – | 5,035 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |