ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,624 | +10.7% | 5,010 | 0.0% | 0.00% | – |
| Q2 2023 | $214,628 | -2.1% | 5,010 | 0.0% | 0.00% | – |
| Q1 2023 | $219,187 | -22.5% | 5,010 | -17.6% | 0.00% | -100.0% |
| Q4 2022 | $282,659 | +37.9% | 6,080 | +21.4% | 0.00% | – |
| Q1 2022 | $205,000 | -2.8% | 5,010 | -23.6% | 0.00% | -100.0% |
| Q4 2019 | $211,000 | +1.4% | 6,560 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | -24.9% | 6,560 | -18.4% | 0.00% | 0.0% |
| Q2 2019 | $277,000 | -5.8% | 8,043 | -1.5% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | -20.1% | 8,168 | -30.9% | 0.00% | 0.0% |
| Q4 2018 | $368,000 | -67.4% | 11,813 | -56.0% | 0.00% | -66.7% |
| Q3 2018 | $1,128,000 | -5.8% | 26,875 | -5.9% | 0.00% | -25.0% |
| Q2 2018 | $1,198,000 | +442.1% | 28,570 | +413.4% | 0.00% | +300.0% |
| Q4 2017 | $221,000 | +2.8% | 5,565 | -2.9% | 0.00% | 0.0% |
| Q3 2017 | $215,000 | -0.5% | 5,734 | +2.2% | 0.00% | 0.0% |
| Q1 2017 | $216,000 | -7.3% | 5,610 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $233,000 | +10.4% | 5,610 | +3.7% | 0.00% | 0.0% |
| Q3 2016 | $211,000 | +1.4% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $208,000 | +3.0% | 5,410 | -6.9% | 0.00% | 0.0% |
| Q1 2016 | $202,000 | -4.7% | 5,810 | +16.0% | 0.00% | 0.0% |
| Q2 2015 | $212,000 | -2.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $218,000 | -62.2% | 5,010 | -61.0% | 0.00% | -50.0% |
| Q4 2014 | $576,000 | +123.3% | 12,857 | +156.6% | 0.00% | +100.0% |
| Q3 2014 | $258,000 | -9.5% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $285,000 | +11.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $255,000 | +0.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $253,000 | +7.2% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $236,000 | +5.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $223,000 | – | 5,010 | – | 0.00% | – |
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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% |