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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,028,611 | +7.1% | 654,198 | -3.3% | 0.01% | +10.0% |
| Q2 2023 | $28,982,502 | -44.5% | 676,529 | -43.3% | 0.01% | -47.4% |
| Q1 2023 | $52,202,631 | +0.2% | 1,193,203 | +6.5% | 0.02% | 0.0% |
| Q4 2022 | $52,092,277 | +5.8% | 1,120,505 | -10.5% | 0.02% | -13.6% |
| Q3 2022 | $49,225,000 | +27.7% | 1,252,229 | +23.9% | 0.02% | +37.5% |
| Q2 2022 | $38,540,000 | -4.6% | 1,011,011 | +2.4% | 0.02% | +23.1% |
| Q1 2022 | $40,411,000 | +55.8% | 987,549 | +14.6% | 0.01% | +85.7% |
| Q4 2021 | $25,933,000 | -2.3% | 861,551 | -8.3% | 0.01% | -12.5% |
| Q3 2021 | $26,553,000 | -30.7% | 939,600 | -28.7% | 0.01% | -33.3% |
| Q2 2021 | $38,325,000 | +76.6% | 1,317,445 | +59.2% | 0.01% | +71.4% |
| Q1 2021 | $21,704,000 | +39.9% | 827,464 | +7.9% | 0.01% | +40.0% |
| Q4 2020 | $15,515,000 | +118.8% | 766,565 | +72.6% | 0.01% | +66.7% |
| Q3 2020 | $7,090,000 | -32.5% | 444,228 | -15.4% | 0.00% | -25.0% |
| Q2 2020 | $10,509,000 | +44.5% | 525,175 | +10.6% | 0.00% | +33.3% |
| Q1 2020 | $7,271,000 | -53.3% | 474,956 | -1.9% | 0.00% | -40.0% |
| Q4 2019 | $15,555,000 | +20.4% | 484,279 | +19.1% | 0.01% | 0.0% |
| Q3 2019 | $12,917,000 | -19.7% | 406,719 | -13.0% | 0.01% | -16.7% |
| Q2 2019 | $16,078,000 | -12.5% | 467,252 | -8.4% | 0.01% | -25.0% |
| Q1 2019 | $18,373,000 | +1.9% | 509,931 | -11.9% | 0.01% | 0.0% |
| Q4 2018 | $18,027,000 | +5.6% | 578,531 | +42.2% | 0.01% | +14.3% |
| Q3 2018 | $17,072,000 | -6.0% | 406,862 | -6.1% | 0.01% | -12.5% |
| Q2 2018 | $18,171,000 | +10.9% | 433,261 | -2.3% | 0.01% | +14.3% |
| Q1 2018 | $16,391,000 | -20.6% | 443,360 | -14.8% | 0.01% | -12.5% |
| Q4 2017 | $20,643,000 | +37.8% | 520,634 | +30.1% | 0.01% | +14.3% |
| Q3 2017 | $14,980,000 | -1.9% | 400,221 | -7.0% | 0.01% | -12.5% |
| Q2 2017 | $15,276,000 | -3.4% | 430,323 | +4.9% | 0.01% | -11.1% |
| Q1 2017 | $15,812,000 | -18.0% | 410,262 | -11.6% | 0.01% | -18.2% |
| Q4 2016 | $19,285,000 | -10.5% | 464,248 | -16.0% | 0.01% | -15.4% |
| Q3 2016 | $21,554,000 | -10.1% | 552,670 | -11.6% | 0.01% | -13.3% |
| Q2 2016 | $23,970,000 | +6.2% | 624,864 | -3.7% | 0.02% | 0.0% |
| Q1 2016 | $22,564,000 | -24.6% | 648,776 | -26.6% | 0.02% | -21.1% |
| Q4 2015 | $29,923,000 | +52.3% | 883,726 | +54.3% | 0.02% | +35.7% |
| Q3 2015 | $19,653,000 | +18.0% | 572,636 | +45.7% | 0.01% | +27.3% |
| Q2 2015 | $16,657,000 | +10.9% | 393,030 | +14.1% | 0.01% | +10.0% |
| Q1 2015 | $15,018,000 | +29.0% | 344,438 | +32.6% | 0.01% | +25.0% |
| Q4 2014 | $11,643,000 | – | 259,823 | – | 0.01% | – |
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% |