ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
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 | 135,932 | $3,887,000 | 2.97% |
| MCMORGAN & CO LLC | 417,561 | $12,147,000 | 2.65% |
| Pettinga Financial Advisors LLC | 295,690 | $8,602,000 | 2.30% |
| HawsGoodwin Investment Management LLC | 252,259 | $7,338,000 | 2.26% |
| Ironwood Financial, llc | 254,992 | $7,418,000 | 2.23% |
| Procyon Advisors, LLC | 274,185 | $7,976,000 | 2.18% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $8,727,000 | 2.10% |
| ONE Advisory Partners, LLC | 113,439 | $3,300,000 | 2.03% |
| Cadent Capital Advisors, LLC | 166,027 | $4,830,000 | 2.01% |
| Bernardo Wealth Planning LLC | 114,211 | $3,322,000 | 1.99% |