ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,098 | -17.9% | 10,818 | -25.9% | 0.17% | -19.0% |
| Q2 2023 | $625,036 | -54.5% | 14,590 | -53.6% | 0.21% | -52.5% |
| Q1 2023 | $1,374,888 | -6.0% | 31,426 | -0.1% | 0.44% | -10.3% |
| Q4 2022 | $1,462,157 | +17.9% | 31,451 | -0.3% | 0.50% | +3.3% |
| Q3 2022 | $1,240,000 | +1.8% | 31,544 | 0.0% | 0.48% | +4.4% |
| Q2 2022 | $1,218,000 | -1.9% | 31,544 | +4.1% | 0.46% | +5.8% |
| Q1 2022 | $1,241,000 | +36.7% | 30,316 | +0.5% | 0.43% | +34.4% |
| Q4 2021 | $908,000 | +5.0% | 30,153 | -1.5% | 0.32% | -5.6% |
| Q3 2021 | $865,000 | – | 30,608 | – | 0.34% | – |
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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% |