ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $310,625 | -5.9% | 7,100 | 0.0% | 0.11% | -9.8% |
| Q4 2022 | $330,079 | +18.3% | 7,100 | 0.0% | 0.12% | +7.0% |
| Q3 2022 | $279,000 | +3.3% | 7,100 | 0.0% | 0.12% | +9.5% |
| Q2 2022 | $270,000 | -6.9% | 7,100 | 0.0% | 0.10% | +4.0% |
| Q1 2022 | $290,000 | +35.5% | 7,100 | 0.0% | 0.10% | +40.3% |
| Q4 2021 | $214,000 | +6.5% | 7,100 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $201,000 | -2.9% | 7,100 | 0.0% | 0.07% | -3.9% |
| Q2 2021 | $207,000 | +11.3% | 7,100 | 0.0% | 0.08% | +4.1% |
| Q1 2021 | $186,000 | +29.2% | 7,100 | 0.0% | 0.07% | +17.7% |
| Q4 2020 | $144,000 | +27.4% | 7,100 | 0.0% | 0.06% | +12.7% |
| Q3 2020 | $113,000 | -20.4% | 7,100 | 0.0% | 0.06% | -25.7% |
| Q2 2020 | $142,000 | -40.6% | 7,100 | -54.5% | 0.07% | -47.1% |
| Q1 2020 | $239,000 | – | 15,600 | – | 0.14% | – |
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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% |