ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,133 | -11.5% | 15,415 | -20.1% | 0.08% | -7.9% |
| Q2 2023 | $826,512 | -95.4% | 19,293 | -95.3% | 0.09% | -95.6% |
| Q1 2023 | $17,868,069 | -6.4% | 408,413 | -0.5% | 2.04% | -9.7% |
| Q4 2022 | $19,085,726 | +7.7% | 410,534 | -9.0% | 2.26% | +2.3% |
| Q3 2022 | $17,728,000 | +1.0% | 450,983 | -2.1% | 2.21% | +1.8% |
| Q2 2022 | $17,557,000 | -13.4% | 460,559 | -7.1% | 2.17% | -7.9% |
| Q1 2022 | $20,283,000 | – | 495,672 | – | 2.35% | – |
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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% |