ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,010 | +10.7% | 1,097 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $46,976 | -1.7% | 1,097 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $47,787 | -17.0% | 1,092 | -11.8% | 0.00% | -33.3% |
| Q4 2022 | $57,555 | +12.9% | 1,238 | -5.4% | 0.01% | +20.0% |
| Q3 2022 | $51,000 | -65.3% | 1,308 | -66.1% | 0.01% | -64.3% |
| Q2 2022 | $147,000 | -41.2% | 3,859 | -37.0% | 0.01% | -12.5% |
| Q1 2022 | $250,000 | +101.6% | 6,121 | +49.0% | 0.02% | +100.0% |
| Q4 2021 | $124,000 | -1.6% | 4,108 | -8.0% | 0.01% | -11.1% |
| Q3 2021 | $126,000 | +563.2% | 4,467 | +599.1% | 0.01% | +800.0% |
| Q2 2021 | $19,000 | +11.8% | 639 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +30.8% | 632 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 632 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -16.7% | 626 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 615 | +2.8% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -76.3% | 598 | -50.0% | 0.00% | -66.7% |
| Q4 2019 | $38,000 | +2.7% | 1,195 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $37,000 | +54.2% | 1,167 | +64.4% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | -79.8% | 710 | -78.5% | 0.00% | -80.0% |
| Q1 2019 | $119,000 | +15.5% | 3,305 | +0.2% | 0.02% | +7.1% |
| Q4 2018 | $103,000 | -25.4% | 3,299 | +0.3% | 0.01% | -17.6% |
| Q3 2018 | $138,000 | -29.6% | 3,290 | -29.6% | 0.02% | -34.6% |
| Q2 2018 | $196,000 | +10.7% | 4,670 | -2.6% | 0.03% | +8.3% |
| Q1 2018 | $177,000 | -16.5% | 4,793 | -10.5% | 0.02% | -25.0% |
| Q4 2017 | $212,000 | – | 5,354 | – | 0.03% | – |
Download | ||||||
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% |