ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,733,282 | +34.5% | 36,544 | +21.5% | 0.01% | +66.7% |
| Q2 2023 | $1,288,627 | +45.9% | 30,080 | +49.0% | 0.00% | +50.0% |
| Q1 2023 | $883,269 | +91620.6% | 20,189 | -2.5% | 0.00% | -33.3% |
| Q4 2022 | $963 | -99.9% | 20,715 | +25.8% | 0.00% | +50.0% |
| Q3 2022 | $647,000 | -68.7% | 16,470 | -69.6% | 0.00% | -66.7% |
| Q2 2022 | $2,065,000 | +8.3% | 54,183 | +16.3% | 0.01% | +20.0% |
| Q1 2022 | $1,906,000 | +63.5% | 46,590 | +20.3% | 0.01% | +66.7% |
| Q4 2021 | $1,166,000 | +54.4% | 38,734 | +45.0% | 0.00% | +50.0% |
| Q3 2021 | $755,000 | -17.6% | 26,706 | -15.2% | 0.00% | 0.0% |
| Q2 2021 | $916,000 | +18.2% | 31,485 | +6.6% | 0.00% | 0.0% |
| Q1 2021 | $775,000 | +272.6% | 29,531 | +187.7% | 0.00% | +100.0% |
| Q4 2020 | $208,000 | -9.6% | 10,266 | +89.1% | 0.00% | 0.0% |
| Q3 2018 | $230,000 | -15.8% | 5,429 | -23.8% | 0.00% | -66.7% |
| Q2 2016 | $273,000 | +9.6% | 7,129 | -0.3% | 0.00% | +50.0% |
| Q1 2016 | $249,000 | -64.2% | 7,152 | -65.2% | 0.00% | -71.4% |
| Q4 2015 | $696,000 | – | 20,562 | – | 0.01% | – |
Download | ||||||
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% |