ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,473,000 | -50.7% | 32,902 | -43.3% | 0.03% | -52.7% |
| Q3 2014 | $2,990,000 | -91.5% | 58,044 | -90.6% | 0.06% | -91.2% |
| Q2 2014 | $35,015,000 | -35.9% | 616,472 | -42.5% | 0.63% | -39.9% |
| Q1 2014 | $54,619,000 | +10.5% | 1,071,302 | +9.4% | 1.04% | +28.6% |
| Q4 2013 | $49,451,000 | +24.3% | 979,484 | +16.0% | 0.81% | +7.7% |
| Q3 2013 | $39,771,000 | +64.4% | 844,432 | +55.5% | 0.75% | +45.8% |
| Q2 2013 | $24,186,000 | – | 543,131 | – | 0.52% | – |
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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% |