ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $432,991 | +10.3% | 9,129 | -0.4% | 0.04% | +15.2% |
| Q2 2023 | $392,671 | -2.1% | 9,166 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $401,017 | -13.9% | 9,166 | -8.5% | 0.03% | -15.0% |
| Q4 2022 | $465,645 | +13.3% | 10,016 | -4.1% | 0.04% | +5.3% |
| Q3 2022 | $411,000 | +3.3% | 10,447 | 0.0% | 0.04% | +8.6% |
| Q2 2022 | $398,000 | -14.4% | 10,447 | -8.1% | 0.04% | 0.0% |
| Q1 2022 | $465,000 | +35.2% | 11,373 | -0.6% | 0.04% | +45.8% |
| Q4 2021 | $344,000 | +3.0% | 11,438 | -3.2% | 0.02% | 0.0% |
| Q3 2021 | $334,000 | -8.5% | 11,813 | -6.0% | 0.02% | -7.7% |
| Q2 2021 | $365,000 | +10.6% | 12,563 | -0.3% | 0.03% | +4.0% |
| Q1 2021 | $330,000 | +48.6% | 12,603 | +15.2% | 0.02% | +38.9% |
| Q4 2020 | $222,000 | +26.1% | 10,938 | -1.0% | 0.02% | +28.6% |
| Q3 2020 | $176,000 | -20.4% | 11,048 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $221,000 | +43.5% | 11,048 | +10.0% | 0.02% | +38.5% |
| Q1 2020 | $154,000 | -73.4% | 10,048 | -44.3% | 0.01% | -75.0% |
| Q4 2019 | $580,000 | +1.0% | 18,048 | 0.0% | 0.05% | -7.1% |
| Q3 2019 | $574,000 | -10.0% | 18,048 | -2.7% | 0.06% | -9.7% |
| Q2 2019 | $638,000 | -4.6% | 18,553 | 0.0% | 0.06% | -4.6% |
| Q1 2019 | $669,000 | +35.2% | 18,553 | +16.7% | 0.06% | +18.2% |
| Q4 2018 | $495,000 | -25.6% | 15,903 | +0.3% | 0.06% | -15.4% |
| Q3 2018 | $665,000 | -1.6% | 15,855 | -1.6% | 0.06% | +6.6% |
| Q2 2018 | $676,000 | +13.4% | 16,118 | 0.0% | 0.06% | +15.1% |
| Q1 2018 | $596,000 | -8.4% | 16,118 | -1.8% | 0.05% | -19.7% |
| Q4 2017 | $651,000 | +3.5% | 16,418 | -2.3% | 0.07% | +1.5% |
| Q3 2017 | $629,000 | +4.5% | 16,803 | -0.9% | 0.06% | -3.0% |
| Q2 2017 | $602,000 | -7.5% | 16,953 | +0.4% | 0.07% | -6.9% |
| Q1 2017 | $651,000 | – | 16,888 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |