ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $179 | -7.7% | 4,055 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $194 | +11.5% | 4,055 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $174 | -1.7% | 4,055 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $177 | +1.7% | 4,055 | +8.1% | 0.00% | -25.0% |
| Q4 2022 | $174 | -99.9% | 3,750 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $147,000 | +2.8% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $143,000 | -6.5% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $153,000 | +44.3% | 3,750 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $106,000 | -2.8% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $109,000 | +11.2% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $98,000 | +28.9% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $76,000 | +26.7% | 3,750 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $60,000 | -20.0% | 3,750 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $75,000 | +31.6% | 3,750 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $57,000 | -91.7% | 3,750 | -82.7% | 0.00% | -88.9% |
| Q3 2019 | $688,000 | +11.5% | 21,675 | +20.9% | 0.02% | -21.7% |
| Q2 2019 | $617,000 | -6.4% | 17,925 | -2.0% | 0.02% | -8.0% |
| Q1 2019 | $659,000 | -65.2% | 18,300 | -69.9% | 0.02% | -69.1% |
| Q4 2018 | $1,896,000 | +11052.9% | 60,849 | +14562.4% | 0.08% | +8000.0% |
| Q3 2018 | $17,000 | -41.4% | 415 | -39.9% | 0.00% | 0.0% |
| Q2 2018 | $29,000 | +11.5% | 690 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $26,000 | -3.7% | 690 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | -10.0% | 690 | -12.7% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | +7.1% | 790 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $28,000 | -31.7% | 790 | -25.8% | 0.00% | -50.0% |
| Q1 2017 | $41,000 | -6.8% | 1,065 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $44,000 | -10.2% | 1,065 | -15.8% | 0.00% | 0.0% |
| Q3 2016 | $49,000 | 0.0% | 1,265 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $49,000 | +11.4% | 1,265 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $44,000 | -90.1% | 1,265 | -90.4% | 0.00% | -91.3% |
| Q4 2015 | $444,000 | +6242.9% | 13,125 | +6462.5% | 0.02% | – |
| Q3 2015 | $7,000 | -12.5% | 200 | 0.0% | 0.00% | – |
| Q2 2015 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | – |
| Q1 2015 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $9,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $14,229,000 | 3.48% |
| Dentgroup LLC | 74,336 | $3,525,757 | 2.60% |
| PGIM Custom Harvest LLC | 1,446,210 | $68,593,734 | 2.53% |
| Bellwether Advisors, LLC | 193,319 | $9,169,120 | 2.50% |
| First Citizens Financial Corp | 56,132 | $2,662,341 | 1.88% |
| TCWP LLC | 50,492 | $2,394,836 | 1.82% |
| FORTE ASSET MANAGEMENT LLC | 48,351 | $2,309,322 | 1.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,100 | $1,569,939 | 1.47% |
| Foundation Wealth Management, LLC | 24,960 | $1,183,850 | 1.18% |
| Ballew Advisors, Inc | 24,805 | $1,113,740 | 0.92% |