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 | $7,875 | -27.3% | 180 | -22.7% | 0.00% | -42.9% |
| Q4 2022 | $10,832 | +20.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -55.0% | 233 | -50.0% | 0.01% | -50.0% |
| Q1 2022 | $20,000 | +185.7% | 466 | +100.0% | 0.01% | +180.0% |
| Q4 2021 | $7,000 | 0.0% | 233 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $7,000 | 0.0% | 233 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $7,000 | +16.7% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | -58.3% | 233 | -18.5% | 0.01% | -37.5% |
| Q3 2018 | $12,000 | 0.0% | 286 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $12,000 | +9.1% | 286 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $11,000 | -31.2% | 286 | -26.9% | 0.01% | -33.3% |
| Q4 2017 | $16,000 | – | 391 | – | 0.01% | – |
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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% |