ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $316,815 | +7.0% | 7,181 | +15.1% | 0.01% | 0.0% |
| Q3 2023 | $296,011 | +10.7% | 6,241 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $267,364 | -2.1% | 6,241 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $273,044 | +94053.1% | 6,241 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $290 | -99.9% | 6,241 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $245,000 | +2.9% | 6,241 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $238,000 | -6.7% | 6,241 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $255,000 | +26.9% | 6,241 | -6.7% | 0.01% | +33.3% |
| Q4 2021 | $201,000 | -6.1% | 6,691 | -8.9% | 0.01% | -14.3% |
| Q2 2021 | $214,000 | +1.4% | 7,341 | -8.6% | 0.01% | -12.5% |
| Q1 2021 | $211,000 | +12.8% | 8,031 | -31.6% | 0.01% | -11.1% |
| Q3 2020 | $187,000 | -26.4% | 11,733 | -7.4% | 0.01% | -30.8% |
| Q2 2020 | $254,000 | +13.4% | 12,673 | -13.3% | 0.01% | -7.1% |
| Q1 2020 | $224,000 | -53.7% | 14,613 | -3.1% | 0.01% | -39.1% |
| Q4 2019 | $484,000 | -4.7% | 15,079 | -5.8% | 0.02% | -14.8% |
| Q3 2019 | $508,000 | -13.5% | 16,002 | -6.2% | 0.03% | -15.6% |
| Q2 2019 | $587,000 | -0.7% | 17,052 | +4.0% | 0.03% | -5.9% |
| Q1 2019 | $591,000 | +15.0% | 16,391 | -0.6% | 0.03% | 0.0% |
| Q4 2018 | $514,000 | +3.8% | 16,486 | +39.7% | 0.03% | +17.2% |
| Q3 2018 | $495,000 | -1.8% | 11,801 | -1.8% | 0.03% | -6.5% |
| Q2 2018 | $504,000 | +8.4% | 12,016 | -4.5% | 0.03% | +3.3% |
| Q1 2018 | $465,000 | -10.6% | 12,586 | -4.1% | 0.03% | -11.8% |
| Q4 2017 | $520,000 | +0.4% | 13,121 | -5.2% | 0.03% | -5.6% |
| Q3 2017 | $518,000 | +7.9% | 13,836 | +2.3% | 0.04% | +5.9% |
| Q2 2017 | $480,000 | -7.9% | 13,521 | 0.0% | 0.03% | -15.0% |
| Q1 2017 | $521,000 | -7.3% | 13,521 | 0.0% | 0.04% | -14.9% |
| Q4 2016 | $562,000 | +6.2% | 13,521 | -0.3% | 0.05% | 0.0% |
| Q3 2016 | $529,000 | +1.7% | 13,556 | 0.0% | 0.05% | -4.1% |
| Q2 2016 | $520,000 | +7.0% | 13,556 | -3.0% | 0.05% | +2.1% |
| Q1 2016 | $486,000 | +5.9% | 13,975 | +3.1% | 0.05% | +2.1% |
| Q4 2015 | $459,000 | -5.2% | 13,555 | -3.9% | 0.05% | -13.0% |
| Q3 2015 | $484,000 | -19.9% | 14,105 | -1.0% | 0.05% | -16.9% |
| Q2 2015 | $604,000 | -14.4% | 14,248 | -12.0% | 0.06% | -13.3% |
| Q1 2015 | $706,000 | -15.4% | 16,198 | -13.1% | 0.08% | -18.5% |
| Q4 2014 | $835,000 | -14.5% | 18,645 | -1.6% | 0.09% | -17.9% |
| Q3 2014 | $977,000 | -10.1% | 18,955 | -0.9% | 0.11% | -9.7% |
| Q2 2014 | $1,087,000 | -99.9% | 19,129 | -1.3% | 0.12% | 0.0% |
| Q1 2014 | $987,931,000 | +100197.6% | 19,379 | -0.6% | 0.12% | -5.3% |
| Q4 2013 | $985,000 | – | 19,504 | – | 0.13% | – |
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% |