ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,181 | -32.5% | 7,742 | -39.0% | 0.01% | -30.0% |
| Q2 2023 | $544,138 | -11.8% | 12,702 | -9.9% | 0.02% | -16.7% |
| Q1 2023 | $616,796 | +26013.3% | 14,098 | -72.3% | 0.02% | -82.0% |
| Q4 2022 | $2,362 | -99.9% | 50,809 | +8.0% | 0.13% | +18.8% |
| Q3 2022 | $1,849,000 | -57.6% | 47,036 | -58.9% | 0.11% | -37.8% |
| Q2 2022 | $4,361,000 | -54.4% | 114,392 | -50.0% | 0.18% | -29.7% |
| Q1 2022 | $9,554,000 | +34.1% | 228,893 | -3.3% | 0.26% | +62.0% |
| Q4 2021 | $7,123,000 | +8.6% | 236,655 | +2.3% | 0.16% | -9.2% |
| Q3 2021 | $6,561,000 | -0.4% | 231,237 | +2.1% | 0.17% | -2.2% |
| Q2 2021 | $6,586,000 | +3260.2% | 226,385 | +2927.3% | 0.18% | +3460.0% |
| Q1 2021 | $196,000 | – | 7,478 | – | 0.01% | – |
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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% |