ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,389 | +10.7% | 2,981 | 0.0% | 0.02% | +23.1% |
| Q2 2023 | $127,706 | -2.1% | 2,981 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $130,419 | -7.4% | 2,981 | -1.6% | 0.01% | -17.6% |
| Q4 2022 | $140,818 | -53.7% | 3,029 | -62.0% | 0.02% | -52.8% |
| Q2 2022 | $304,000 | +6.3% | 7,977 | +14.3% | 0.04% | +44.0% |
| Q1 2022 | $286,000 | +34.3% | 6,977 | -1.6% | 0.02% | +47.1% |
| Q4 2021 | $213,000 | +6.0% | 7,087 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $201,000 | -98.0% | 7,087 | -96.8% | 0.02% | -98.6% |
| Q4 2014 | $9,881,000 | – | 220,509 | – | 1.30% | – |
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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% |