ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,062 | +10.7% | 5,715 | 0.0% | 0.08% | +12.7% |
| Q2 2023 | $244,831 | -2.1% | 5,715 | 0.0% | 0.07% | -9.0% |
| Q1 2023 | $250,031 | -5.9% | 5,715 | 0.0% | 0.08% | -13.3% |
| Q4 2022 | $265,690 | +18.1% | 5,715 | 0.0% | 0.09% | +3.4% |
| Q3 2022 | $225,000 | +3.2% | 5,715 | 0.0% | 0.09% | +2.4% |
| Q2 2022 | $218,000 | -53.4% | 5,715 | -50.0% | 0.08% | -45.9% |
| Q1 2022 | $468,000 | -9.8% | 11,430 | -33.7% | 0.16% | -8.2% |
| Q4 2021 | $519,000 | +6.6% | 17,230 | 0.0% | 0.17% | -5.5% |
| Q3 2021 | $487,000 | -2.8% | 17,230 | 0.0% | 0.18% | -6.2% |
| Q2 2021 | $501,000 | – | 17,230 | – | 0.19% | – |
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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% |