ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,558 | +6.4% | 11,102 | -3.9% | 0.20% | -15.8% |
| Q2 2023 | $494,707 | -4.0% | 11,548 | -2.0% | 0.23% | +12.5% |
| Q1 2023 | $515,275 | -7.6% | 11,778 | -1.8% | 0.21% | -10.7% |
| Q4 2022 | $557,364 | +11.9% | 11,989 | -5.5% | 0.23% | -0.4% |
| Q3 2022 | $498,000 | +3.1% | 12,690 | +0.1% | 0.23% | +4.0% |
| Q2 2022 | $483,000 | -6.8% | 12,673 | +0.1% | 0.22% | +2.7% |
| Q1 2022 | $518,000 | +15.4% | 12,662 | -15.2% | 0.22% | +22.3% |
| Q4 2021 | $449,000 | +25.8% | 14,929 | +18.1% | 0.18% | +9.1% |
| Q3 2021 | $357,000 | -2.7% | 12,638 | +0.1% | 0.16% | -1.2% |
| Q2 2021 | $367,000 | +10.9% | 12,624 | +0.1% | 0.17% | -31.4% |
| Q1 2021 | $331,000 | +3.4% | 12,616 | -20.2% | 0.24% | +40.7% |
| Q4 2020 | $320,000 | – | 15,803 | – | 0.17% | – |
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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% |