ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,978 | +18.0% | 7,864 | +6.6% | 0.05% | +10.6% |
| Q2 2023 | $315,956 | -2.1% | 7,375 | +0.0% | 0.05% | -2.1% |
| Q1 2023 | $322,621 | -20.9% | 7,374 | -15.9% | 0.05% | -23.8% |
| Q4 2022 | $407,838 | +59.3% | 8,773 | +34.2% | 0.06% | +61.5% |
| Q3 2022 | $256,000 | +6.2% | 6,536 | +3.1% | 0.04% | +11.4% |
| Q2 2022 | $241,000 | -64.3% | 6,342 | -59.2% | 0.04% | -63.2% |
| Q1 2022 | $675,000 | +5.1% | 15,551 | -27.2% | 0.10% | +4.4% |
| Q4 2021 | $642,000 | -14.5% | 21,357 | -19.7% | 0.09% | -16.5% |
| Q3 2021 | $751,000 | +3.9% | 26,592 | +6.9% | 0.11% | +1.9% |
| Q2 2021 | $723,000 | +42.3% | 24,864 | +28.4% | 0.11% | +30.5% |
| Q1 2021 | $508,000 | +133.0% | 19,370 | +79.7% | 0.08% | +121.6% |
| Q4 2020 | $218,000 | +36.2% | 10,779 | +7.4% | 0.04% | +37.0% |
| Q3 2020 | $160,000 | -1.2% | 10,033 | +23.9% | 0.03% | -10.0% |
| Q2 2020 | $162,000 | +31.7% | 8,099 | 0.0% | 0.03% | +15.4% |
| Q1 2020 | $123,000 | -100.0% | 8,099 | -97.0% | 0.03% | -98.4% |
| Q3 2018 | $11,582,389,000 | – | 274,481 | – | 1.63% | – |
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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% |