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 | $265,371 | +10.7% | 5,595 | 0.0% | 0.06% | +19.2% |
| Q2 2023 | $239,690 | -2.1% | 5,595 | 0.0% | 0.05% | -7.1% |
| Q1 2023 | $244,782 | -5.9% | 5,595 | 0.0% | 0.06% | -9.7% |
| Q4 2022 | $260,112 | +18.2% | 5,595 | 0.0% | 0.06% | +12.7% |
| Q3 2022 | $220,000 | +3.3% | 5,595 | 0.0% | 0.06% | +5.8% |
| Q2 2022 | $213,000 | -7.0% | 5,595 | 0.0% | 0.05% | +10.6% |
| Q1 2022 | $229,000 | +36.3% | 5,595 | 0.0% | 0.05% | +46.9% |
| Q4 2021 | $168,000 | +6.3% | 5,595 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $158,000 | -3.1% | 5,595 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $163,000 | +37.0% | 5,595 | +96.8% | 0.04% | -31.5% |
| Q2 2018 | $119,000 | +13.3% | 2,843 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $105,000 | +81.0% | 2,843 | +93.0% | 0.05% | +63.6% |
| Q4 2017 | $58,000 | – | 1,473 | – | 0.03% | – |
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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% |