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 | $8,537 | +10.7% | 180 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,711 | -2.1% | 180 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $7,875 | -5.9% | 180 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $8,368 | +19.5% | 180 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $7,000 | -76.7% | 180 | -75.5% | 0.00% | -77.8% |
Q1 2022 | $30,000 | +36.4% | 735 | 0.0% | 0.01% | +28.6% |
Q4 2021 | $22,000 | +100.0% | 735 | +101.9% | 0.01% | +75.0% |
Q3 2021 | $11,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $11,000 | +10.0% | 364 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $10,000 | +25.0% | 364 | 0.0% | 0.00% | +33.3% |
Q4 2020 | $8,000 | +33.3% | 364 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | -25.0% | 364 | 0.0% | 0.00% | -25.0% |
Q2 2020 | $8,000 | +33.3% | 364 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $6,000 | -73.9% | 364 | -48.1% | 0.00% | -73.3% |
Q4 2019 | $23,000 | – | 702 | – | 0.02% | – |
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% |