ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $348,675 | +18.2% | 7,500 | 0.0% | 0.17% | +4.2% |
| Q3 2022 | $295,000 | +3.1% | 7,500 | 0.0% | 0.16% | +1.9% |
| Q2 2022 | $286,000 | -6.8% | 7,500 | 0.0% | 0.16% | +15.7% |
| Q1 2022 | $307,000 | +35.8% | 7,500 | 0.0% | 0.14% | +40.0% |
| Q4 2021 | $226,000 | +6.6% | 7,500 | 0.0% | 0.10% | +6.4% |
| Q3 2021 | $212,000 | -95.6% | 7,500 | -95.5% | 0.09% | -95.3% |
| Q2 2021 | $4,830,000 | +20.5% | 166,027 | +8.7% | 2.01% | +12.9% |
| Q1 2021 | $4,007,000 | +927.4% | 152,747 | +693.5% | 1.78% | +826.6% |
| Q4 2020 | $390,000 | – | 19,249 | – | 0.19% | – |
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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% |