ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,802 | +18.1% | 15,155 | +6.7% | 0.01% | +11.1% |
| Q2 2023 | $608,542 | -6.9% | 14,205 | -4.9% | 0.01% | -10.0% |
| Q1 2023 | $653,406 | -28.9% | 14,935 | -24.5% | 0.01% | -37.5% |
| Q4 2022 | $919,619 | +24.3% | 19,781 | +5.1% | 0.02% | +14.3% |
| Q3 2022 | $740,000 | +6.5% | 18,829 | +3.2% | 0.01% | +7.7% |
| Q2 2022 | $695,000 | +28.2% | 18,245 | +37.7% | 0.01% | +44.4% |
| Q1 2022 | $542,000 | -74.8% | 13,249 | -81.4% | 0.01% | -73.5% |
| Q4 2021 | $2,150,000 | -11.6% | 71,419 | -17.0% | 0.03% | -17.1% |
| Q3 2021 | $2,431,000 | +11.7% | 86,039 | +15.0% | 0.04% | +10.8% |
| Q2 2021 | $2,176,000 | -15.6% | 74,810 | -23.9% | 0.04% | -31.5% |
| Q1 2021 | $2,577,000 | +238.2% | 98,249 | +160.9% | 0.05% | +217.6% |
| Q4 2020 | $762,000 | +57.8% | 37,653 | +24.3% | 0.02% | +41.7% |
| Q3 2020 | $483,000 | -13.9% | 30,292 | +8.0% | 0.01% | -25.0% |
| Q2 2020 | $561,000 | -3.4% | 28,042 | -26.2% | 0.02% | -23.8% |
| Q1 2020 | $581,000 | -61.6% | 37,999 | -19.4% | 0.02% | -52.3% |
| Q4 2019 | $1,514,000 | – | 47,131 | – | 0.04% | – |
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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% |