ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,000 | -20.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -55.6% | 270 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -96.9% | 270 | -96.4% | 0.00% | -96.3% |
| Q2 2019 | $260,000 | -13.6% | 7,567 | -9.6% | 0.05% | -12.9% |
| Q1 2019 | $301,000 | +15.8% | 8,367 | 0.0% | 0.06% | -1.6% |
| Q4 2018 | $260,000 | -37.8% | 8,367 | -14.9% | 0.06% | -19.2% |
| Q3 2018 | $418,000 | +25.9% | 9,829 | +24.1% | 0.08% | +18.2% |
| Q2 2018 | $332,000 | +18.1% | 7,922 | +2.9% | 0.07% | -21.4% |
| Q1 2018 | $281,000 | +19.6% | 7,697 | +32.7% | 0.08% | +23.5% |
| Q4 2017 | $235,000 | +12.4% | 5,802 | +13.0% | 0.07% | -24.4% |
| Q4 2016 | $209,000 | – | 5,134 | – | 0.09% | – |
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% |