ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,391 | -7.0% | 388 | -16.0% | 0.00% | – |
| Q2 2023 | $19,785 | -61.7% | 462 | -60.8% | 0.00% | -100.0% |
| Q1 2023 | $51,601 | +199.2% | 1,179 | +217.8% | 0.00% | – |
| Q4 2022 | $17,248 | +32.7% | 371 | +15.9% | 0.00% | – |
| Q3 2022 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | +100.0% | 320 | +128.6% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 140 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -91.1% | 140 | -91.0% | 0.00% | -100.0% |
| Q2 2021 | $45,000 | +21.6% | 1,558 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +428.6% | 1,418 | +714.9% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | +16.7% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | -12.5% | 174 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $8,000 | – | 174 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 135,932 | $3,887,000 | 2.97% |
| MCMORGAN & CO LLC | 417,561 | $12,147,000 | 2.65% |
| Pettinga Financial Advisors LLC | 295,690 | $8,602,000 | 2.30% |
| HawsGoodwin Investment Management LLC | 252,259 | $7,338,000 | 2.26% |
| Ironwood Financial, llc | 254,992 | $7,418,000 | 2.23% |
| Procyon Advisors, LLC | 274,185 | $7,976,000 | 2.18% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $8,727,000 | 2.10% |
| ONE Advisory Partners, LLC | 113,439 | $3,300,000 | 2.03% |
| Cadent Capital Advisors, LLC | 166,027 | $4,830,000 | 2.01% |
| Bernardo Wealth Planning LLC | 114,211 | $3,322,000 | 1.99% |