ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,209 | +10.7% | 658 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $28,189 | -2.1% | 658 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28,788 | -5.9% | 658 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $30,590 | +17.7% | 658 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | +4.0% | 658 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -7.4% | 658 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $27,000 | +35.0% | 658 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 669 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 658 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +11.8% | 658 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 658 | -16.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +33.3% | 783 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | -25.0% | 783 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +33.3% | 783 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -52.0% | 783 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $25,000 | 0.0% | 783 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | -7.4% | 783 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $27,000 | -3.6% | 783 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | -31.7% | 783 | -40.9% | 0.00% | -50.0% |
| Q4 2018 | $41,000 | -26.8% | 1,325 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $56,000 | -6.7% | 1,325 | -6.8% | 0.01% | 0.0% |
| Q2 2018 | $60,000 | +13.2% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $53,000 | -5.4% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $56,000 | +5.7% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $53,000 | +6.0% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $50,000 | -9.1% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $55,000 | -6.8% | 1,422 | 0.0% | 0.01% | -16.7% |
| Q4 2016 | $59,000 | +7.3% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $55,000 | 0.0% | 1,422 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $55,000 | -19.1% | 1,422 | -27.8% | 0.01% | -25.0% |
| Q1 2016 | $68,000 | +1.5% | 1,969 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $67,000 | -1.5% | 1,969 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $68,000 | -26.9% | 1,969 | -10.6% | 0.01% | -27.3% |
| Q2 2015 | $93,000 | -16.2% | 2,202 | -13.7% | 0.01% | -15.4% |
| Q1 2015 | $111,000 | -3.5% | 2,551 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $115,000 | -42.8% | 2,551 | -34.6% | 0.01% | -44.0% |
| Q3 2014 | $201,000 | -0.5% | 3,901 | +9.8% | 0.02% | 0.0% |
| Q2 2014 | $202,000 | +11.6% | 3,552 | 0.0% | 0.02% | -10.7% |
| Q1 2014 | $181,000 | – | 3,552 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |