ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
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% |