ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,850 | +4.3% | 4,572 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $207,903 | -12.3% | 4,853 | -10.5% | 0.01% | -12.5% |
| Q1 2023 | $237,126 | -53.9% | 5,420 | -51.0% | 0.01% | -63.6% |
| Q4 2022 | $514,537 | +0.7% | 11,067 | -14.9% | 0.02% | -8.3% |
| Q3 2022 | $511,000 | +8.3% | 13,009 | +5.1% | 0.02% | +9.1% |
| Q2 2022 | $472,000 | -7.5% | 12,382 | +0.7% | 0.02% | +10.0% |
| Q1 2022 | $510,000 | +22.9% | 12,302 | -10.7% | 0.02% | +33.3% |
| Q4 2021 | $415,000 | +8.9% | 13,773 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $381,000 | +370.4% | 13,486 | +382.5% | 0.02% | +400.0% |
| Q2 2021 | $81,000 | +2600.0% | 2,795 | +2695.0% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -95.5% | 100 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $22,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -8.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | -4.0% | 700 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $25,000 | +19.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | +425.0% | 700 | +548.1% | 0.00% | +200.0% |
| Q3 2017 | $4,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -50.0% | 107 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | – | 214 | – | 0.00% | – |
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% |