ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $662,645 | -9.9% | 15,286 | -4.7% | 0.14% | -8.1% |
| Q2 2023 | $735,314 | +8.2% | 16,037 | +3.3% | 0.15% | -1.3% |
| Q1 2023 | $679,353 | -10.6% | 15,528 | -3.1% | 0.15% | -9.6% |
| Q4 2022 | $759,905 | +8.6% | 16,018 | -10.1% | 0.17% | -9.2% |
| Q3 2022 | $700,000 | -0.7% | 17,808 | -3.8% | 0.18% | +4.0% |
| Q2 2022 | $705,000 | -16.4% | 18,503 | -10.2% | 0.18% | -2.7% |
| Q1 2022 | $843,000 | +18.1% | 20,609 | +1.0% | 0.18% | +16.7% |
| Q4 2021 | $714,000 | +26.4% | 20,397 | +2.0% | 0.16% | +17.3% |
| Q3 2021 | $565,000 | -5.4% | 19,990 | -2.6% | 0.13% | -13.6% |
| Q2 2021 | $597,000 | +31.8% | 20,534 | +19.0% | 0.15% | +20.3% |
| Q1 2021 | $453,000 | +16.8% | 17,255 | +0.4% | 0.13% | +10.3% |
| Q4 2020 | $388,000 | +27.6% | 17,179 | -9.8% | 0.12% | +11.5% |
| Q3 2020 | $304,000 | -16.0% | 19,037 | +5.4% | 0.10% | -26.2% |
| Q2 2020 | $362,000 | +63.1% | 18,067 | +18.6% | 0.14% | +2.2% |
| Q1 2020 | $222,000 | -43.5% | 15,238 | +14.4% | 0.14% | -9.8% |
| Q4 2019 | $393,000 | -1.5% | 13,316 | +6.1% | 0.15% | -13.6% |
| Q3 2019 | $399,000 | -6.8% | 12,551 | +0.9% | 0.18% | -11.9% |
| Q2 2019 | $428,000 | -6.1% | 12,444 | -1.6% | 0.20% | -18.6% |
| Q1 2019 | $456,000 | +6.8% | 12,644 | -7.8% | 0.25% | -11.2% |
| Q4 2018 | $427,000 | -60.1% | 13,716 | -46.3% | 0.28% | -60.2% |
| Q3 2018 | $1,071,000 | -15.9% | 25,533 | -15.9% | 0.70% | -25.3% |
| Q2 2018 | $1,274,000 | +10.1% | 30,371 | -3.0% | 0.93% | +3.0% |
| Q1 2018 | $1,157,000 | -11.5% | 31,309 | -5.1% | 0.91% | -12.0% |
| Q4 2017 | $1,308,000 | – | 32,987 | – | 1.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |