ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $311,129 | -14.5% | 6,692 | -27.7% | 0.03% | -18.4% |
| Q3 2022 | $364,000 | -64.7% | 9,261 | -65.8% | 0.04% | -63.8% |
| Q2 2022 | $1,032,000 | -44.0% | 27,085 | -39.9% | 0.10% | -34.4% |
| Q1 2022 | $1,844,000 | +22.9% | 45,064 | -9.6% | 0.16% | +14.3% |
| Q4 2021 | $1,501,000 | -42.5% | 49,854 | -46.1% | 0.14% | -48.3% |
| Q3 2021 | $2,612,000 | +52.2% | 92,434 | +56.7% | 0.27% | +47.3% |
| Q2 2021 | $1,716,000 | +27.7% | 58,992 | +15.1% | 0.18% | +15.7% |
| Q1 2021 | $1,344,000 | – | 51,254 | – | 0.16% | – |
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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% |