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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,085,497 | +142.9% | 25,338 | +148.1% | 0.09% | +97.8% |
| Q1 2023 | $446,805 | -73.5% | 10,212 | -71.8% | 0.04% | -69.8% |
| Q4 2022 | $1,685,910 | +10.5% | 36,263 | -6.6% | 0.15% | +2.1% |
| Q3 2022 | $1,526,000 | -9.3% | 38,811 | -13.2% | 0.15% | -5.8% |
| Q2 2022 | $1,682,000 | -33.9% | 44,724 | -28.0% | 0.16% | -20.5% |
| Q1 2022 | $2,544,000 | +34.5% | 62,156 | -1.1% | 0.20% | +30.0% |
| Q4 2021 | $1,892,000 | +6.4% | 62,843 | -0.1% | 0.15% | -6.8% |
| Q3 2021 | $1,778,000 | -4.9% | 62,901 | -2.1% | 0.16% | -6.9% |
| Q2 2021 | $1,869,000 | +11.1% | 64,243 | +0.1% | 0.17% | +3.0% |
| Q1 2021 | $1,683,000 | +169.3% | 64,180 | +107.9% | 0.17% | +136.6% |
| Q4 2020 | $625,000 | +43.7% | 30,876 | +13.3% | 0.07% | -1.4% |
| Q3 2020 | $435,000 | -20.9% | 27,244 | -0.8% | 0.07% | -6.5% |
| Q2 2020 | $550,000 | +34.5% | 27,474 | +2.9% | 0.08% | +600.0% |
| Q1 2020 | $409,000 | -53.2% | 26,698 | -1.8% | 0.01% | -92.7% |
| Q4 2019 | $873,000 | +7.9% | 27,190 | +6.7% | 0.15% | 0.0% |
| Q3 2019 | $809,000 | -13.9% | 25,486 | -6.7% | 0.15% | -19.3% |
| Q2 2019 | $940,000 | +2.0% | 27,307 | +6.7% | 0.19% | -6.0% |
| Q1 2019 | $922,000 | +24.9% | 25,598 | +8.1% | 0.20% | +4.7% |
| Q4 2018 | $738,000 | -24.5% | 23,671 | +1.6% | 0.19% | -13.6% |
| Q3 2018 | $978,000 | +2.0% | 23,304 | +1.9% | 0.22% | -3.1% |
| Q2 2018 | $959,000 | +24.1% | 22,866 | +9.4% | 0.23% | +16.4% |
| Q1 2018 | $773,000 | -7.4% | 20,900 | -0.8% | 0.20% | -7.6% |
| Q4 2017 | $835,000 | +30.9% | 21,071 | +23.6% | 0.21% | +27.1% |
| Q3 2017 | $638,000 | +19.3% | 17,050 | +13.1% | 0.17% | +78.5% |
| Q2 2017 | $535,000 | -9.8% | 15,075 | -2.0% | 0.09% | -48.6% |
| Q1 2017 | $593,000 | -20.6% | 15,381 | -14.5% | 0.18% | -27.0% |
| Q4 2016 | $747,000 | +12.3% | 17,990 | +5.4% | 0.25% | +396.0% |
| Q3 2016 | $665,000 | +5.4% | 17,062 | +3.8% | 0.05% | -79.8% |
| Q2 2016 | $631,000 | +12.3% | 16,437 | +1.7% | 0.25% | +11.2% |
| Q1 2016 | $562,000 | +2.6% | 16,164 | -0.2% | 0.22% | -0.4% |
| Q4 2015 | $548,000 | -13.3% | 16,191 | +11.8% | 0.22% | -17.0% |
| Q1 2015 | $632,000 | – | 14,486 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |