ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,743 | +10.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,284 | -2.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,375 | -5.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,649 | +16.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.6% | 100 | -99.6% | 0.00% | -99.5% |
| Q2 2020 | $532,000 | +26500.0% | 26,600 | +26500.0% | 0.20% | +20400.0% |
| Q1 2020 | $2,000 | -98.4% | 100 | -97.4% | 0.00% | -97.8% |
| Q4 2019 | $125,000 | – | 3,900 | – | 0.04% | – |
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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% |