ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,053 | +166.2% | 18,909 | +135.8% | 0.02% | +185.7% |
| Q2 2023 | $342,276 | -57.4% | 8,020 | -54.7% | 0.01% | -56.2% |
| Q1 2023 | $803,250 | -83.0% | 17,697 | -82.7% | 0.02% | -83.3% |
| Q4 2022 | $4,725,204 | +8.8% | 102,100 | +1.8% | 0.10% | -4.0% |
| Q3 2022 | $4,343,000 | -7.1% | 100,296 | -18.7% | 0.10% | -2.9% |
| Q2 2022 | $4,673,000 | -46.3% | 123,360 | -41.8% | 0.10% | -39.4% |
| Q1 2022 | $8,706,000 | -45.5% | 211,875 | -56.5% | 0.17% | -38.2% |
| Q4 2021 | $15,980,000 | +383.2% | 486,610 | +350.4% | 0.28% | +358.3% |
| Q3 2021 | $3,307,000 | -77.6% | 108,036 | -79.3% | 0.06% | -77.4% |
| Q2 2021 | $14,774,000 | +14.9% | 522,244 | +6.5% | 0.26% | -46.2% |
| Q1 2021 | $12,859,000 | +86.6% | 490,243 | +166.2% | 0.49% | -21.0% |
| Q3 2017 | $6,893,000 | +229666.7% | 184,159 | +224484.1% | 0.62% | – |
| Q2 2015 | $3,000 | -98.7% | 82 | -98.1% | 0.00% | -100.0% |
| Q3 2014 | $225,000 | -91.1% | 4,359 | -90.3% | 0.04% | -91.9% |
| Q2 2014 | $2,542,000 | +39.7% | 44,749 | +25.4% | 0.52% | +12.6% |
| Q1 2014 | $1,819,000 | +500.3% | 35,681 | +493.9% | 0.46% | +429.9% |
| Q4 2013 | $303,000 | – | 6,008 | – | 0.09% | – |
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% |