ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $862,000 | +16.5% | 23,923 | +0.7% | 0.19% | +1.6% |
| Q4 2018 | $740,000 | -56.2% | 23,745 | -50.1% | 0.18% | -56.7% |
| Q2 2017 | $1,688,000 | -31.8% | 47,538 | -26.0% | 0.43% | -35.1% |
| Q1 2017 | $2,474,000 | -35.9% | 64,201 | -30.9% | 0.66% | -36.2% |
| Q4 2016 | $3,862,000 | +33.0% | 92,965 | +24.9% | 1.03% | +21.8% |
| Q3 2016 | $2,904,000 | +5.5% | 74,461 | +3.8% | 0.85% | +3.2% |
| Q2 2016 | $2,752,000 | +34.6% | 71,745 | +22.0% | 0.82% | +35.9% |
| Q1 2016 | $2,045,000 | +20.8% | 58,807 | +17.6% | 0.60% | +16.4% |
| Q4 2015 | $1,693,000 | -29.8% | 49,995 | -28.8% | 0.52% | -36.9% |
| Q3 2015 | $2,411,000 | -31.1% | 70,246 | -14.9% | 0.82% | -18.7% |
| Q2 2015 | $3,497,000 | -3.9% | 82,514 | -1.1% | 1.01% | -8.5% |
| Q1 2015 | $3,639,000 | +22.3% | 83,469 | +25.7% | 1.11% | +23.9% |
| Q4 2014 | $2,975,000 | +36.3% | 66,386 | +56.7% | 0.89% | +22.3% |
| Q3 2014 | $2,183,000 | +0.8% | 42,362 | +11.1% | 0.73% | -0.8% |
| Q2 2014 | $2,165,000 | +13.9% | 38,123 | +2.2% | 0.74% | +6.5% |
| Q1 2014 | $1,901,000 | +12.6% | 37,288 | +11.5% | 0.69% | +5.7% |
| Q4 2013 | $1,688,000 | +43.2% | 33,430 | +33.6% | 0.65% | -6.0% |
| Q3 2013 | $1,179,000 | -11.4% | 25,023 | -16.2% | 0.70% | -15.3% |
| Q2 2013 | $1,330,000 | – | 29,878 | – | 0.82% | – |
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% |