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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $404 | -5.6% | 9 | 0.0% | 0.00% | – |
| Q3 2023 | $428 | +10.9% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $386 | – | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 9 | +12.5% | 0.00% | – |
| Q3 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 8 | -92.7% | 0.00% | -100.0% |
| Q4 2018 | $3,000 | -40.0% | 109 | +1.9% | 0.00% | -25.0% |
| Q3 2018 | $5,000 | +25.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 107 | – | 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% |