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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625 | +6.7% | 13,169 | -3.7% | 0.07% | +8.8% |
| Q2 2023 | $586 | -3.8% | 13,669 | -1.8% | 0.07% | -10.5% |
| Q1 2023 | $609 | -25.0% | 13,918 | -20.3% | 0.08% | -33.9% |
| Q4 2022 | $812 | -99.9% | 17,470 | -7.2% | 0.12% | +3.6% |
| Q3 2022 | $740,000 | -43.6% | 18,829 | -45.3% | 0.11% | -41.9% |
| Q2 2022 | $1,312,000 | -38.3% | 34,421 | -33.8% | 0.19% | -29.5% |
| Q1 2022 | $2,128,000 | +36.3% | 51,999 | +0.3% | 0.27% | +38.3% |
| Q4 2021 | $1,561,000 | -15.2% | 51,869 | -20.4% | 0.20% | -25.2% |
| Q3 2021 | $1,841,000 | -0.3% | 65,140 | +2.6% | 0.26% | -5.4% |
| Q2 2021 | $1,847,000 | +24.5% | 63,482 | +12.2% | 0.28% | +7.8% |
| Q1 2021 | $1,484,000 | +374.1% | 56,569 | +266.4% | 0.26% | +321.3% |
| Q4 2020 | $313,000 | – | 15,440 | – | 0.06% | – |
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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% |