ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,173 | +10.7% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,124 | -2.1% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,125 | -5.9% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $51,139 | +82.6% | 1,100 | +57.1% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | +3.7% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -6.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | +38.1% | 700 | -33.6% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +250.0% | 1,054 | +538.8% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -94.9% | 165 | -94.1% | 0.00% | -96.2% |
| Q2 2015 | $118,000 | -2.5% | 2,790 | +0.5% | 0.03% | -10.3% |
| Q1 2015 | $121,000 | +706.7% | 2,776 | +741.2% | 0.03% | +625.0% |
| Q4 2014 | $15,000 | -81.5% | 330 | -79.0% | 0.00% | -84.6% |
| Q3 2014 | $81,000 | +326.3% | 1,568 | +327.2% | 0.03% | +225.0% |
| Q1 2014 | $19,000 | – | 367 | – | 0.01% | – |
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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% |