WHITTIER TRUST CO OF NEVADA INC - ISHARES TR ownership

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ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

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Quarter-by-quarter ownership
WHITTIER TRUST CO OF NEVADA INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$129,720
+10.7%
2,7350.0%0.01%
+25.0%
Q2 2023$117,167
-2.1%
2,7350.0%0.00%0.0%
Q1 2023$119,655
-5.9%
2,7350.0%0.00%
-20.0%
Q4 2022$127,149
+17.7%
2,7350.0%0.01%0.0%
Q3 2022$108,000
+3.8%
2,7350.0%0.01%
+25.0%
Q2 2022$104,000
-7.1%
2,7350.0%0.00%0.0%
Q1 2022$112,000
+36.6%
2,7350.0%0.00%
+33.3%
Q4 2021$82,000
+6.5%
2,7350.0%0.00%0.0%
Q3 2021$77,000
-3.8%
2,7350.0%0.00%0.0%
Q2 2021$80,000
+11.1%
2,7350.0%0.00%0.0%
Q1 2021$72,000
+30.9%
2,7350.0%0.00%0.0%
Q4 2020$55,000
+25.0%
2,7350.0%0.00%0.0%
Q3 2020$44,000
-20.0%
2,7350.0%0.00%0.0%
Q2 2020$55,000
+31.0%
2,7350.0%0.00%0.0%
Q1 2020$42,000
-52.3%
2,7350.0%0.00%
-50.0%
Q4 2019$88,000
+1157.1%
2,735
+1089.1%
0.01%–
Q3 2019$7,000
-12.5%
2300.0%0.00%
-100.0%
Q2 2019$8,0000.0%2300.0%0.00%0.0%
Q1 2019$8,000
-57.9%
230
-61.3%
0.00%
-50.0%
Q4 2018$19,000–595–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders