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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,612 | +2.8% | 5,073 | -7.1% | 0.04% | +2.4% |
| Q2 2023 | $233,992 | -3.3% | 5,462 | -1.2% | 0.04% | -10.9% |
| Q1 2023 | $241,981 | -47.5% | 5,531 | -44.2% | 0.05% | -54.5% |
| Q4 2022 | $460,576 | +22.8% | 9,907 | +3.9% | 0.10% | +21.7% |
| Q3 2022 | $375,000 | +3.3% | 9,533 | +0.0% | 0.08% | +9.2% |
| Q2 2022 | $363,000 | -6.9% | 9,532 | +0.0% | 0.08% | +24.6% |
| Q1 2022 | $390,000 | +35.9% | 9,530 | +0.0% | 0.06% | +41.9% |
| Q4 2021 | $287,000 | +6.7% | 9,528 | +0.1% | 0.04% | 0.0% |
| Q3 2021 | $269,000 | -9.7% | 9,521 | -7.1% | 0.04% | -6.5% |
| Q2 2021 | $298,000 | – | 10,244 | – | 0.05% | – |
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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% |