ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,506 | +10.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,070 | -2.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,156 | +103800.0% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $4 | -99.9% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 95 | -44.1% | 0.00% | – |
| Q1 2020 | $2,000 | -83.3% | 170 | -51.4% | 0.00% | – |
| Q2 2019 | $12,000 | -99.9% | 350 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $10,906,000 | -41.2% | 350 | -22.2% | 0.00% | -42.9% |
| Q2 2018 | $18,558,000 | +14.0% | 450 | 0.0% | 0.01% | -22.2% |
| Q1 2018 | $16,284,000 | -12.5% | 450 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $18,612,000 | +11.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,770,000 | +6.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,786,000 | +26.0% | 450 | +38.5% | 0.01% | +66.7% |
| Q1 2017 | $12,526,000 | – | 325 | – | 0.01% | – |
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% |