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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $174,408 | -16.7% | 3,986 | -11.5% | 0.01% | -30.8% |
| Q4 2022 | $209,388 | +3.7% | 4,504 | -12.4% | 0.01% | -7.1% |
| Q3 2022 | $202,000 | +13.5% | 5,144 | +10.1% | 0.01% | +16.7% |
| Q2 2022 | $178,000 | -35.3% | 4,673 | -30.8% | 0.01% | -29.4% |
| Q1 2022 | $275,000 | -41.2% | 6,749 | -56.6% | 0.02% | -41.4% |
| Q4 2021 | $468,000 | +111.8% | 15,552 | +99.1% | 0.03% | +93.3% |
| Q3 2021 | $221,000 | +27.0% | 7,813 | +30.8% | 0.02% | +15.4% |
| Q2 2021 | $174,000 | +6.1% | 5,973 | -4.4% | 0.01% | -7.1% |
| Q1 2021 | $164,000 | +21.5% | 6,246 | -6.1% | 0.01% | +16.7% |
| Q4 2020 | $135,000 | -40.0% | 6,652 | -53.7% | 0.01% | -20.0% |
| Q3 2020 | $225,000 | +53.1% | 14,377 | +96.2% | 0.02% | -21.1% |
| Q2 2020 | $147,000 | +33.6% | 7,329 | +2.2% | 0.02% | 0.0% |
| Q1 2020 | $110,000 | -48.4% | 7,168 | +7.9% | 0.02% | -29.6% |
| Q4 2019 | $213,000 | +8.7% | 6,643 | +7.9% | 0.03% | -15.6% |
| Q3 2019 | $196,000 | -6.2% | 6,158 | +1.4% | 0.03% | -22.0% |
| Q2 2019 | $209,000 | – | 6,074 | – | 0.04% | – |
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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% |