ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 189 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,720 | +10.7% | 2,735 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $117,167 | -2.1% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $119,655 | -5.9% | 2,735 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $127,149 | +17.7% | 2,735 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $108,000 | +3.8% | 2,735 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $104,000 | -7.1% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $112,000 | +36.6% | 2,735 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $82,000 | +6.5% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | -3.8% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $80,000 | +11.1% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $72,000 | +30.9% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | +25.0% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $44,000 | -20.0% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $55,000 | +31.0% | 2,735 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | -52.3% | 2,735 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $88,000 | +1157.1% | 2,735 | +1089.1% | 0.01% | – |
| Q3 2019 | $7,000 | -12.5% | 230 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $8,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | -57.9% | 230 | -61.3% | 0.00% | -50.0% |
| Q4 2018 | $19,000 | – | 595 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |