ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,394 | -2.1% | 336 | 0.0% | 0.00% | – |
| Q1 2023 | $14,700 | -5.9% | 336 | 0.0% | 0.00% | – |
| Q4 2022 | $15,621 | +20.2% | 336 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | 0.0% | 336 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 336 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | +40.0% | 336 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | -10.0% | 336 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | +11.1% | 336 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +80.0% | 336 | +135.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | +25.0% | 143 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -33.3% | 143 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | -16.7% | 143 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | -16.7% | 143 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $6,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | – | 143 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |