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 | $596,663 | -5.9% | 13,638 | 0.0% | 0.26% | -12.6% |
| Q4 2022 | $634,031 | +12.4% | 13,638 | -5.0% | 0.30% | +3.4% |
| Q3 2022 | $564,000 | +2.9% | 14,349 | -0.1% | 0.29% | +7.4% |
| Q2 2022 | $548,000 | -48.4% | 14,364 | -44.7% | 0.27% | -39.6% |
| Q1 2022 | $1,063,000 | +25.9% | 25,973 | -17.8% | 0.45% | +14.5% |
| Q2 2021 | $844,000 | -1.9% | 31,590 | -3.7% | 0.39% | -10.9% |
| Q1 2021 | $860,000 | -17.4% | 32,798 | -36.2% | 0.44% | -22.8% |
| Q4 2020 | $1,041,000 | +54.2% | 51,419 | +52.5% | 0.57% | +20.5% |
| Q2 2020 | $675,000 | – | 33,709 | – | 0.47% | – |
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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% |