ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $94,698 | -57.6% | 2,409 | -58.9% | 0.00% | -55.6% |
| Q2 2022 | $223,401 | -35.9% | 5,860 | -31.2% | 0.01% | -25.0% |
| Q1 2022 | $348,475 | +60.0% | 8,516 | +17.7% | 0.01% | +71.4% |
| Q4 2021 | $217,834 | -56.6% | 7,237 | -59.2% | 0.01% | -63.2% |
| Q3 2021 | $501,785 | +15.8% | 17,756 | +19.2% | 0.02% | +11.8% |
| Q2 2021 | $433,150 | +1117.8% | 14,890 | +998.1% | 0.02% | +750.0% |
| Q1 2021 | $35,568 | +427.7% | 1,356 | +307.2% | 0.00% | – |
| Q4 2020 | $6,740 | -76.3% | 333 | -81.3% | 0.00% | -100.0% |
| Q3 2020 | $28,457 | -47.0% | 1,783 | -33.5% | 0.00% | -50.0% |
| Q2 2020 | $53,687 | +43.1% | 2,683 | +9.5% | 0.00% | +33.3% |
| Q1 2020 | $37,510 | -54.2% | 2,450 | -3.9% | 0.00% | -50.0% |
| Q4 2019 | $81,906 | -6.9% | 2,550 | -7.9% | 0.01% | -14.3% |
| Q3 2019 | $87,975 | -7.7% | 2,770 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $95,316 | -4.5% | 2,770 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $99,803 | +15.6% | 2,770 | 0.0% | 0.01% | -18.2% |
| Q4 2018 | $86,313 | -29.6% | 2,770 | -5.1% | 0.01% | -21.4% |
| Q3 2018 | $122,523 | +0.0% | 2,920 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $122,465 | +13.4% | 2,920 | 0.0% | 0.02% | +6.2% |
| Q1 2018 | $107,952 | -6.8% | 2,920 | 0.0% | 0.02% | -11.1% |
| Q4 2017 | $115,778 | – | 2,920 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |