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 | $30 | -18.9% | 625 | -28.6% | 0.01% | -23.5% |
| Q2 2023 | $37 | -17.8% | 875 | -14.6% | 0.02% | -15.0% |
| Q1 2023 | $45 | -6.2% | 1,025 | 0.0% | 0.02% | -16.7% |
| Q4 2022 | $48 | -99.9% | 1,025 | -16.3% | 0.02% | 0.0% |
| Q3 2022 | $48,000 | +2.1% | 1,225 | 0.0% | 0.02% | +9.1% |
| Q2 2022 | $47,000 | -6.0% | 1,225 | 0.0% | 0.02% | +15.8% |
| Q1 2022 | $50,000 | +8.7% | 1,225 | -20.0% | 0.02% | +18.8% |
| Q4 2021 | $46,000 | -36.1% | 1,531 | -39.5% | 0.02% | -38.5% |
| Q3 2021 | $72,000 | -2.7% | 2,531 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $74,000 | +12.1% | 2,531 | 0.0% | 0.03% | +8.0% |
| Q1 2021 | $66,000 | -1.5% | 2,531 | -24.0% | 0.02% | -3.8% |
| Q4 2020 | $67,000 | +570.0% | 3,331 | +433.0% | 0.03% | +550.0% |
| Q3 2020 | $10,000 | -47.4% | 625 | -32.4% | 0.00% | -50.0% |
| Q2 2020 | $19,000 | +35.7% | 925 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -53.3% | 925 | 0.0% | 0.01% | -38.5% |
| Q4 2019 | $30,000 | -9.1% | 925 | -9.8% | 0.01% | -7.1% |
| Q3 2019 | $33,000 | -5.7% | 1,025 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $35,000 | -5.4% | 1,025 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $37,000 | +12.1% | 1,025 | -4.7% | 0.02% | 0.0% |
| Q4 2018 | $33,000 | -26.7% | 1,075 | 0.0% | 0.02% | -11.1% |
| Q3 2018 | $45,000 | 0.0% | 1,075 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $45,000 | -6.2% | 1,075 | -17.3% | 0.02% | -14.3% |
| Q1 2018 | $48,000 | 0.0% | 1,300 | +8.3% | 0.02% | +10.5% |
| Q4 2017 | $48,000 | -2.0% | 1,200 | -7.7% | 0.02% | -9.5% |
| Q3 2017 | $49,000 | +36.1% | 1,300 | +30.0% | 0.02% | +40.0% |
| Q2 2017 | $36,000 | -7.7% | 1,000 | 0.0% | 0.02% | -16.7% |
| Q1 2017 | $39,000 | +85.7% | 1,000 | +100.0% | 0.02% | +63.6% |
| Q4 2016 | $21,000 | +5.0% | 500 | 0.0% | 0.01% | +10.0% |
| Q3 2016 | $20,000 | +33.3% | 500 | +25.0% | 0.01% | +11.1% |
| Q2 2016 | $15,000 | +7.1% | 400 | 0.0% | 0.01% | +28.6% |
| Q1 2016 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $14,000 | 0.0% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $14,000 | – | 400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |