ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,265 | +10.7% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,755 | -97.4% | 111 | -97.4% | 0.00% | -98.1% |
| Q1 2023 | $185,957 | -5.4% | 4,250 | +0.5% | 0.05% | -8.8% |
| Q4 2022 | $196,491 | +19.8% | 4,227 | +1.3% | 0.06% | +5.6% |
| Q3 2022 | $164,000 | +3.1% | 4,171 | 0.0% | 0.05% | +10.2% |
| Q2 2022 | $159,000 | -13.1% | 4,171 | -6.8% | 0.05% | +2.1% |
| Q1 2022 | $183,000 | +36.6% | 4,474 | +0.5% | 0.05% | +45.5% |
| Q4 2021 | $134,000 | +16.5% | 4,453 | +1.9% | 0.03% | 0.0% |
| Q1 2021 | $115,000 | +66.7% | 4,371 | +0.6% | 0.03% | +37.5% |
| Q3 2020 | $69,000 | -58.4% | 4,344 | -17.1% | 0.02% | -59.3% |
| Q3 2019 | $166,000 | -23.1% | 5,238 | +1.6% | 0.06% | -28.9% |
| Q3 2018 | $216,000 | +1.4% | 5,154 | +1.4% | 0.08% | -3.5% |
| Q2 2018 | $213,000 | +5.4% | 5,084 | 0.0% | 0.09% | +6.2% |
| Q4 2017 | $202,000 | +18.8% | 5,084 | +12.0% | 0.08% | +9.5% |
| Q3 2017 | $170,000 | +18.9% | 4,539 | +12.6% | 0.07% | +13.8% |
| Q2 2017 | $143,000 | – | 4,030 | – | 0.06% | – |
Download | ||||||
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% |