ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $24,000 | -4.0% | 860 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 860 | -5.5% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -11.1% | 910 | -30.5% | 0.00% | -20.0% |
| Q4 2020 | $27,000 | +28.6% | 1,310 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | -22.2% | 1,310 | -3.0% | 0.01% | -28.6% |
| Q2 2020 | $27,000 | +12.5% | 1,350 | -12.9% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | -52.0% | 1,550 | 0.0% | 0.01% | -36.4% |
| Q4 2019 | $50,000 | +2.0% | 1,550 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $49,000 | -23.4% | 1,550 | -16.2% | 0.01% | -20.0% |
| Q2 2019 | $64,000 | -4.5% | 1,850 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $67,000 | +15.5% | 1,850 | 0.0% | 0.02% | +14.3% |
| Q4 2018 | $58,000 | -29.3% | 1,850 | -5.1% | 0.01% | -17.6% |
| Q3 2018 | $82,000 | 0.0% | 1,950 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $82,000 | -22.6% | 1,950 | -31.6% | 0.02% | -25.0% |
| Q1 2018 | $106,000 | -0.9% | 2,850 | +5.6% | 0.02% | -7.7% |
| Q4 2017 | $107,000 | +5.9% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $101,000 | +5.2% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $96,000 | – | 2,700 | – | 0.03% | – |
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% |