ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,000 | +9.1% | 385 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $11,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 385 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | -28.6% | 385 | -49.0% | 0.00% | – |
| Q4 2020 | $14,000 | +133.3% | 755 | +104.1% | 0.00% | – |
| Q3 2020 | $6,000 | -14.3% | 370 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 370 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -75.0% | 370 | -50.0% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +100.0% | 740 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -25.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +14.3% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | -6.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | -7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | -6.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | +7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $14,000 | +7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | -18.8% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $16,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | -5.9% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | -10.5% | 370 | 0.0% | 0.00% | -50.0% |
| Q3 2014 | $19,000 | -9.5% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $21,000 | -19.2% | 370 | -27.5% | 0.00% | 0.0% |
| Q1 2014 | $26,000 | – | 510 | – | 0.00% | – |
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% |