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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,759,838 | +81.2% | 204,478 | +85.0% | 0.00% | +50.0% |
| Q1 2023 | $4,834,550 | +381.0% | 110,504 | +332.2% | 0.00% | – |
| Q3 2022 | $1,005,000 | -48.4% | 25,566 | -49.9% | 0.00% | -100.0% |
| Q2 2022 | $1,947,000 | +25.2% | 51,064 | +34.3% | 0.00% | – |
| Q1 2022 | $1,555,000 | +610.0% | 38,013 | +422.9% | 0.00% | – |
| Q4 2021 | $219,000 | -92.9% | 7,270 | -93.3% | 0.00% | -100.0% |
| Q3 2021 | $3,068,000 | +1216.7% | 108,573 | +1257.2% | 0.00% | – |
| Q2 2021 | $233,000 | -34.9% | 8,000 | -54.8% | 0.00% | – |
| Q4 2020 | $358,000 | -80.3% | 17,695 | -68.8% | 0.00% | -100.0% |
| Q4 2019 | $1,821,000 | +1.7% | 56,700 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $1,791,000 | -53.8% | 56,400 | -49.9% | 0.00% | -57.1% |
| Q2 2019 | $3,874,000 | +192.4% | 112,582 | +206.1% | 0.01% | +133.3% |
| Q1 2019 | $1,325,000 | -30.4% | 36,783 | -18.9% | 0.00% | -25.0% |
| Q3 2018 | $1,903,000 | -48.4% | 45,354 | -48.4% | 0.00% | -50.0% |
| Q2 2018 | $3,687,000 | -10.7% | 87,907 | -21.3% | 0.01% | -27.3% |
| Q1 2018 | $4,128,000 | +1903.9% | 111,642 | +2047.0% | 0.01% | +1000.0% |
| Q4 2017 | $206,000 | -86.2% | 5,200 | -86.9% | 0.00% | -80.0% |
| Q3 2017 | $1,489,000 | +259.7% | 39,768 | +240.8% | 0.01% | +400.0% |
| Q2 2017 | $414,000 | -84.8% | 11,669 | -83.2% | 0.00% | -92.3% |
| Q3 2016 | $2,717,000 | +28.3% | 69,661 | +26.3% | 0.01% | +18.2% |
| Q2 2016 | $2,117,000 | +394.6% | 55,172 | +348.6% | 0.01% | +450.0% |
| Q1 2016 | $428,000 | -76.0% | 12,300 | -76.7% | 0.00% | -81.8% |
| Q4 2015 | $1,786,000 | -38.8% | 52,749 | -38.0% | 0.01% | -38.9% |
| Q3 2015 | $2,920,000 | -33.9% | 85,078 | -18.4% | 0.02% | -37.9% |
| Q2 2015 | $4,416,000 | +44.7% | 104,200 | +48.9% | 0.03% | +26.1% |
| Q1 2015 | $3,052,000 | -40.1% | 70,000 | -38.5% | 0.02% | -39.5% |
| Q4 2014 | $5,099,000 | +94.6% | 113,800 | +123.8% | 0.04% | +40.7% |
| Q3 2014 | $2,620,000 | +92.9% | 50,844 | +112.7% | 0.03% | +58.8% |
| Q2 2014 | $1,358,000 | +37.3% | 23,900 | +23.2% | 0.02% | +54.5% |
| Q1 2014 | $989,000 | – | 19,400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |