ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $449,329 | -53.8% | 10,270 | -59.7% | 0.12% | -58.7% |
| Q4 2022 | $972,206 | +230.7% | 25,499 | +237.2% | 0.28% | +223.0% |
| Q3 2022 | $294,000 | -69.1% | 7,562 | -70.3% | 0.09% | -68.5% |
| Q2 2022 | $952,000 | -51.6% | 25,504 | -47.0% | 0.28% | -42.7% |
| Q1 2022 | $1,965,000 | +35.6% | 48,079 | -0.4% | 0.48% | +43.0% |
| Q4 2021 | $1,449,000 | -6.3% | 48,289 | -12.0% | 0.34% | -13.4% |
| Q3 2021 | $1,547,000 | -25.6% | 54,844 | -22.7% | 0.39% | -25.9% |
| Q2 2021 | $2,078,000 | +26.9% | 70,987 | +13.3% | 0.52% | +16.7% |
| Q1 2021 | $1,638,000 | +345.1% | 62,659 | +446.2% | 0.45% | +228.5% |
| Q4 2019 | $368,000 | +9.9% | 11,472 | +8.0% | 0.14% | +2.2% |
| Q3 2019 | $335,000 | -1.2% | 10,623 | +6.2% | 0.13% | -3.6% |
| Q2 2019 | $339,000 | +0.3% | 10,006 | +6.4% | 0.14% | -4.1% |
| Q1 2019 | $338,000 | -85.5% | 9,402 | -84.1% | 0.14% | -90.2% |
| Q4 2017 | $2,333,000 | -4.5% | 58,960 | -9.8% | 1.48% | -8.7% |
| Q3 2017 | $2,444,000 | +15.4% | 65,331 | +9.6% | 1.62% | +7.3% |
| Q2 2017 | $2,117,000 | – | 59,597 | – | 1.51% | – |
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% |