ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,776 | -3.5% | 3,495 | -12.8% | 0.02% | +5.6% |
| Q2 2023 | $171,779 | -2.4% | 4,010 | -0.3% | 0.02% | -5.3% |
| Q1 2023 | $175,925 | -94.5% | 4,021 | -95.2% | 0.02% | -95.0% |
| Q2 2022 | $3,173,000 | -49.8% | 83,244 | -46.1% | 0.38% | -39.7% |
| Q1 2022 | $6,320,000 | +53.9% | 154,459 | +13.2% | 0.63% | +52.7% |
| Q4 2021 | $4,106,000 | +0.6% | 136,418 | -5.6% | 0.41% | -4.4% |
| Q3 2021 | $4,082,000 | -26.2% | 144,461 | -24.0% | 0.43% | -27.3% |
| Q2 2021 | $5,528,000 | +48.7% | 190,024 | +34.1% | 0.59% | +27.5% |
| Q1 2021 | $3,718,000 | – | 141,756 | – | 0.46% | – |
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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% |