ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,194 | -1.5% | 75 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $3,243 | -83.4% | 74 | -85.1% | 0.00% | -83.3% |
| Q4 2022 | $19,537 | -2.3% | 497 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -48.7% | 497 | -52.0% | 0.01% | -45.5% |
| Q2 2022 | $39,000 | +129.4% | 1,035 | +143.5% | 0.01% | +175.0% |
| Q1 2022 | $17,000 | – | 425 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | -14.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 207 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | – | 207 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |