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 | $472 | -98.0% | 11 | -98.0% | 0.00% | -100.0% |
| Q1 2023 | $23,495 | -95.8% | 537 | -96.4% | 0.00% | -96.0% |
| Q2 2022 | $563,000 | -47.3% | 14,757 | -43.4% | 0.05% | -39.0% |
| Q1 2022 | $1,068,000 | +51.3% | 26,093 | +11.2% | 0.08% | +54.7% |
| Q4 2021 | $706,000 | -9.4% | 23,461 | -14.9% | 0.05% | -18.5% |
| Q3 2021 | $779,000 | -29.4% | 27,561 | -27.3% | 0.06% | -33.7% |
| Q2 2021 | $1,103,000 | +3.5% | 37,931 | -6.6% | 0.10% | -3.9% |
| Q1 2021 | $1,066,000 | – | 40,631 | – | 0.10% | – |
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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% |