ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 301 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,267,458 | -35.4% | 47,806 | -41.6% | 0.01% | -66.7% |
Q2 2023 | $3,509,658 | -9.0% | 81,925 | -7.0% | 0.02% | +125.0% |
Q1 2023 | $3,855,031 | -44.5% | 88,115 | -41.1% | 0.01% | -50.0% |
Q4 2022 | $6,950,441 | +76.9% | 149,504 | +49.6% | 0.02% | +60.0% |
Q3 2022 | $3,928,000 | +4.6% | 99,915 | +1.4% | 0.01% | 0.0% |
Q2 2022 | $3,757,000 | -3.2% | 98,548 | +3.8% | 0.01% | +25.0% |
Q1 2022 | $3,883,000 | +55.2% | 94,904 | +14.2% | 0.01% | +60.0% |
Q4 2021 | $2,502,000 | +230.1% | 83,136 | +209.9% | 0.01% | +150.0% |
Q3 2021 | $758,000 | +9.9% | 26,824 | +13.1% | 0.00% | 0.0% |
Q2 2021 | $690,000 | +14.4% | 23,720 | +3.1% | 0.00% | 0.0% |
Q1 2021 | $603,000 | +20.8% | 22,997 | -6.7% | 0.00% | 0.0% |
Q4 2020 | $499,000 | +14.4% | 24,645 | -9.7% | 0.00% | 0.0% |
Q3 2020 | $436,000 | -20.7% | 27,290 | -0.6% | 0.00% | -33.3% |
Q2 2020 | $550,000 | +37.8% | 27,462 | +5.5% | 0.00% | +50.0% |
Q1 2020 | $399,000 | -66.9% | 26,032 | -30.8% | 0.00% | -60.0% |
Q4 2019 | $1,207,000 | +206.3% | 37,592 | +202.9% | 0.01% | +150.0% |
Q3 2019 | $394,000 | +25.5% | 12,412 | +35.9% | 0.00% | 0.0% |
Q2 2019 | $314,000 | -17.2% | 9,135 | -13.1% | 0.00% | 0.0% |
Q1 2019 | $379,000 | -31.5% | 10,518 | -40.7% | 0.00% | -33.3% |
Q4 2018 | $553,000 | -62.3% | 17,747 | -49.3% | 0.00% | -57.1% |
Q3 2018 | $1,468,000 | -1.9% | 34,986 | -1.9% | 0.01% | -12.5% |
Q2 2018 | $1,496,000 | +15.3% | 35,666 | +1.7% | 0.01% | -11.1% |
Q1 2018 | $1,297,000 | -38.3% | 35,066 | -33.9% | 0.01% | -35.7% |
Q4 2017 | $2,103,000 | +99.5% | 53,041 | +88.3% | 0.01% | +75.0% |
Q3 2017 | $1,054,000 | +4.6% | 28,161 | -0.8% | 0.01% | 0.0% |
Q2 2017 | $1,008,000 | -2.9% | 28,386 | +5.4% | 0.01% | 0.0% |
Q1 2017 | $1,038,000 | +2.3% | 26,939 | +10.3% | 0.01% | -11.1% |
Q4 2016 | $1,015,000 | +45.0% | 24,431 | +36.1% | 0.01% | +28.6% |
Q3 2016 | $700,000 | +186.9% | 17,946 | +182.1% | 0.01% | +250.0% |
Q2 2016 | $244,000 | +16.7% | 6,361 | +56.9% | 0.00% | -33.3% |
Q3 2014 | $209,000 | – | 4,053 | – | 0.00% | – |
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% |