ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 173 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,731 | -6.6% | 7,795 | -15.6% | 0.01% | 0.0% |
| Q2 2023 | $395,767 | -13.0% | 9,238 | -11.1% | 0.01% | -6.7% |
| Q1 2023 | $454,896 | -24.2% | 10,397 | -19.4% | 0.02% | -28.6% |
| Q4 2022 | $599,947 | -17.0% | 12,904 | -29.8% | 0.02% | -25.0% |
| Q3 2022 | $723,000 | -9.4% | 18,380 | -12.3% | 0.03% | 0.0% |
| Q2 2022 | $798,000 | -64.8% | 20,946 | -62.1% | 0.03% | -58.8% |
| Q1 2022 | $2,264,000 | +22.6% | 55,316 | -9.8% | 0.07% | +33.3% |
| Q4 2021 | $1,846,000 | +25.5% | 61,326 | +17.8% | 0.05% | +15.9% |
| Q3 2021 | $1,471,000 | +13.2% | 52,056 | +16.5% | 0.04% | +12.8% |
| Q2 2021 | $1,300,000 | +516.1% | 44,673 | +454.3% | 0.04% | +457.1% |
| Q1 2021 | $211,000 | -36.3% | 8,059 | -62.7% | 0.01% | -65.0% |
| Q1 2020 | $331,000 | +3.1% | 21,618 | +179.8% | 0.02% | -42.9% |
| Q4 2016 | $321,000 | -73.4% | 7,727 | -75.4% | 0.04% | -77.7% |
| Q2 2016 | $1,206,000 | – | 31,443 | – | 0.16% | – |
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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% |