ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,168 | +6.3% | 7,425 | -4.0% | 0.03% | -15.4% |
| Q2 2023 | $331,177 | +0.5% | 7,731 | +2.7% | 0.04% | 0.0% |
| Q1 2023 | $329,422 | -11.6% | 7,530 | -6.0% | 0.04% | -20.4% |
| Q4 2022 | $372,478 | +20.9% | 8,012 | +2.4% | 0.05% | +4.3% |
| Q3 2022 | $308,000 | +10.4% | 7,824 | +6.8% | 0.05% | +11.9% |
| Q2 2022 | $279,000 | -4.8% | 7,324 | +2.4% | 0.04% | +10.5% |
| Q1 2022 | $293,000 | +551.1% | 7,153 | +346.2% | 0.04% | +533.3% |
| Q3 2021 | $45,000 | -32.8% | 1,603 | -30.6% | 0.01% | -25.0% |
| Q2 2021 | $67,000 | +191.3% | 2,311 | +159.7% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | +666.7% | 890 | +394.4% | 0.00% | +300.0% |
| Q4 2020 | $3,000 | -99.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,912,000 | -16.8% | 180 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $3,502,000 | +1103.4% | 180 | +1700.0% | 0.00% | – |
| Q4 2019 | $291,000 | – | 10 | – | 0.00% | – |
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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% |