ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 4.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,188 | +50.5% | 51,093 | +53.7% | 0.02% | +11.1% |
| Q1 2023 | $1,454 | -99.9% | 33,249 | +12.7% | 0.02% | +38.5% |
| Q3 2022 | $1,159,000 | +41.5% | 29,496 | +37.1% | 0.01% | +44.4% |
| Q2 2022 | $819,000 | -71.1% | 21,508 | -68.9% | 0.01% | -55.0% |
| Q1 2022 | $2,832,000 | -27.3% | 69,231 | -49.8% | 0.02% | -16.7% |
| Q3 2021 | $3,894,000 | +126.0% | 137,820 | +61.9% | 0.02% | -31.4% |
| Q4 2020 | $1,723,000 | +125.2% | 85,152 | +77.5% | 0.04% | +59.1% |
| Q3 2020 | $765,000 | -42.1% | 47,981 | -27.4% | 0.02% | -45.0% |
| Q2 2020 | $1,321,000 | +21.6% | 66,064 | +95.3% | 0.04% | -14.9% |
| Q4 2019 | $1,086,000 | +143.5% | 33,823 | +140.6% | 0.05% | +123.8% |
| Q3 2019 | $446,000 | -47.3% | 14,059 | -42.3% | 0.02% | -97.6% |
| Q1 2016 | $846,000 | -47.7% | 24,347 | -36.3% | 0.88% | +15.9% |
| Q2 2015 | $1,618,000 | +35.4% | 38,195 | +43.2% | 0.76% | -54.7% |
| Q4 2014 | $1,195,000 | – | 26,673 | – | 1.68% | – |
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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% |