ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 164 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,330 | +10.7% | 19,994 | 0.0% | 0.04% | +23.3% |
| Q2 2023 | $856,556 | -2.1% | 19,994 | +0.0% | 0.03% | -16.7% |
| Q1 2023 | $874,594 | -5.9% | 19,991 | +0.0% | 0.04% | -7.7% |
| Q4 2022 | $929,123 | +18.4% | 19,985 | +0.1% | 0.04% | -4.9% |
| Q3 2022 | $785,000 | +2.7% | 19,973 | -0.3% | 0.04% | +5.1% |
| Q2 2022 | $764,000 | -12.2% | 20,030 | -5.8% | 0.04% | -13.3% |
| Q1 2022 | $870,000 | +3.1% | 21,252 | -24.2% | 0.04% | +15.4% |
| Q4 2021 | $844,000 | +5.5% | 28,050 | -0.9% | 0.04% | +11.4% |
| Q3 2021 | $800,000 | -2.9% | 28,314 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $824,000 | +7.4% | 28,314 | -3.2% | 0.04% | -2.7% |
| Q1 2021 | $767,000 | +30.4% | 29,245 | +0.7% | 0.04% | +19.4% |
| Q4 2020 | $588,000 | +18.8% | 29,035 | +119.4% | 0.03% | -41.5% |
| Q3 2017 | $495,000 | -94.3% | 13,232 | -93.7% | 0.05% | -94.7% |
| Q4 2016 | $8,681,000 | +111.7% | 208,988 | +95.5% | 1.01% | +83.8% |
| Q2 2016 | $4,100,000 | – | 106,883 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |