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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,382,000 | +7.6% | 43,013 | +6.4% | 0.01% | +11.1% |
| Q3 2019 | $1,284,000 | -13.3% | 40,414 | -6.0% | 0.01% | -18.2% |
| Q2 2019 | $1,481,000 | -0.9% | 43,006 | +3.7% | 0.01% | -8.3% |
| Q1 2019 | $1,495,000 | +30.6% | 41,471 | +12.8% | 0.01% | +9.1% |
| Q4 2018 | $1,145,000 | -54.9% | 36,751 | -39.3% | 0.01% | -57.7% |
| Q3 2018 | $2,539,000 | +7.4% | 60,513 | +7.3% | 0.03% | -21.2% |
| Q2 2018 | $2,365,000 | +15.8% | 56,401 | +2.1% | 0.03% | +17.9% |
| Q1 2018 | $2,042,000 | +14.1% | 55,263 | +22.3% | 0.03% | +16.7% |
| Q4 2017 | $1,790,000 | +10.3% | 45,183 | +4.2% | 0.02% | -7.7% |
| Q3 2017 | $1,623,000 | +8.9% | 43,379 | +3.3% | 0.03% | 0.0% |
| Q2 2017 | $1,490,000 | -39.8% | 41,982 | -34.7% | 0.03% | -48.0% |
| Q1 2017 | $2,475,000 | -7.0% | 64,255 | +0.2% | 0.05% | -16.7% |
| Q4 2016 | $2,662,000 | +29.7% | 64,101 | +21.7% | 0.06% | +22.4% |
| Q3 2016 | $2,053,000 | -65.9% | 52,654 | -66.5% | 0.05% | -69.0% |
| Q2 2016 | $6,024,000 | – | 157,087 | – | 0.16% | – |
Download | ||||||
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% |