ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,097,000 | +21.3% | 44,229 | +8.2% | 0.00% | +33.3% |
| Q2 2023 | $1,729,000 | -70.4% | 40,875 | -69.4% | 0.00% | -76.9% |
| Q1 2023 | $5,833,000 | -17.3% | 133,607 | -12.6% | 0.01% | -18.8% |
| Q4 2022 | $7,055,000 | +60.0% | 152,876 | +34.6% | 0.02% | +33.3% |
| Q3 2022 | $4,408,000 | -17.7% | 113,618 | -20.2% | 0.01% | -14.3% |
| Q2 2022 | $5,354,000 | -26.8% | 142,400 | -20.6% | 0.01% | -12.5% |
| Q1 2022 | $7,311,000 | +101.3% | 179,317 | +48.0% | 0.02% | +100.0% |
| Q4 2021 | $3,632,000 | +1.1% | 121,148 | -4.7% | 0.01% | -20.0% |
| Q3 2021 | $3,592,000 | -21.7% | 127,064 | -19.6% | 0.01% | -23.1% |
| Q2 2021 | $4,585,000 | +33.2% | 157,975 | +19.8% | 0.01% | +18.2% |
| Q1 2021 | $3,441,000 | +28.1% | 131,856 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $2,686,000 | +1047.9% | 132,453 | +811.6% | 0.01% | +1000.0% |
| Q3 2020 | $234,000 | -33.0% | 14,530 | -16.6% | 0.00% | -50.0% |
| Q2 2020 | $349,000 | +106.5% | 17,424 | +58.8% | 0.00% | +100.0% |
| Q1 2020 | $169,000 | -16.3% | 10,972 | +90.4% | 0.00% | -50.0% |
| Q2 2017 | $202,000 | -63.6% | 5,762 | -60.0% | 0.00% | -60.0% |
| Q1 2017 | $555,000 | +8.8% | 14,388 | +16.9% | 0.01% | -16.7% |
| Q4 2016 | $510,000 | +93.9% | 12,305 | +82.1% | 0.01% | +100.0% |
| Q3 2016 | $263,000 | -1.9% | 6,757 | -3.4% | 0.00% | 0.0% |
| Q2 2016 | $268,000 | +18.1% | 6,993 | +38.3% | 0.00% | 0.0% |
| Q4 2014 | $227,000 | +6.1% | 5,058 | +34.5% | 0.00% | -25.0% |
| Q2 2014 | $214,000 | – | 3,760 | – | 0.00% | – |
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% |