ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |