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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,390,000 | +29.3% | 33,959 | -4.9% | 0.88% | +19.8% |
| Q4 2021 | $1,075,000 | +13.0% | 35,711 | +6.1% | 0.74% | +1.8% |
| Q3 2021 | $951,000 | -6.0% | 33,646 | -3.3% | 0.72% | -7.8% |
| Q2 2021 | $1,012,000 | +26.3% | 34,785 | +13.9% | 0.78% | +9.2% |
| Q1 2021 | $801,000 | +59.6% | 30,547 | +23.1% | 0.72% | +51.1% |
| Q4 2020 | $502,000 | – | 24,822 | – | 0.48% | – |
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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% |