ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,275,326 | -8.1% | 111,223 | -17.0% | 0.00% | 0.0% |
| Q2 2023 | $5,738,399 | +8.8% | 133,949 | +11.1% | 0.00% | 0.0% |
| Q1 2023 | $5,275,157 | +33167.1% | 120,588 | -64.6% | 0.00% | -50.0% |
| Q4 2022 | $15,857 | -93.5% | 341,097 | +5414.9% | 0.00% | – |
| Q3 2022 | $243,000 | -68.8% | 6,185 | -69.7% | 0.00% | – |
| Q2 2022 | $780,000 | -51.4% | 20,434 | -47.9% | 0.00% | – |
| Q1 2022 | $1,605,000 | +26.4% | 39,233 | -7.0% | 0.00% | – |
| Q4 2021 | $1,270,000 | +445.1% | 42,204 | +412.1% | 0.00% | – |
| Q3 2021 | $233,000 | -91.3% | 8,241 | -91.1% | 0.00% | – |
| Q2 2021 | $2,684,000 | +2296.4% | 92,266 | +2064.9% | 0.00% | – |
| Q1 2021 | $112,000 | -20.0% | 4,262 | -38.0% | 0.00% | – |
| Q4 2020 | $140,000 | -82.5% | 6,877 | -86.3% | 0.00% | – |
| Q3 2020 | $802,000 | -25.5% | 50,077 | -6.9% | 0.00% | – |
| Q2 2020 | $1,077,000 | +999.0% | 53,804 | +736.9% | 0.00% | – |
| Q1 2020 | $98,000 | -94.5% | 6,429 | -88.5% | 0.00% | – |
| Q4 2019 | $1,790,000 | -58.8% | 55,750 | -59.2% | 0.00% | -100.0% |
| Q3 2019 | $4,342,000 | -21.1% | 136,712 | -15.5% | 0.00% | 0.0% |
| Q2 2019 | $5,504,000 | -13.2% | 161,824 | -8.1% | 0.00% | 0.0% |
| Q1 2019 | $6,343,000 | +263.1% | 176,043 | +214.0% | 0.00% | – |
| Q4 2018 | $1,747,000 | -60.4% | 56,069 | -46.7% | 0.00% | -100.0% |
| Q3 2018 | $4,414,000 | -1.3% | 105,189 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $4,473,000 | +349.5% | 106,653 | +296.1% | 0.00% | – |
| Q1 2018 | $995,000 | -7.4% | 26,923 | -0.6% | 0.00% | – |
| Q4 2017 | $1,074,000 | +5.4% | 27,091 | -0.5% | 0.00% | – |
| Q3 2017 | $1,019,000 | +5.4% | 27,221 | -0.1% | 0.00% | – |
| Q2 2017 | $967,000 | -35.1% | 27,242 | -29.5% | 0.00% | – |
| Q1 2017 | $1,490,000 | -11.0% | 38,655 | -4.1% | 0.00% | – |
| Q4 2016 | $1,675,000 | +164.2% | 40,316 | +147.9% | 0.00% | – |
| Q3 2016 | $634,000 | -0.8% | 16,266 | -2.4% | 0.00% | – |
| Q2 2016 | $639,000 | -17.0% | 16,666 | -24.7% | 0.00% | – |
| Q1 2016 | $770,000 | +49.8% | 22,127 | +45.7% | 0.00% | – |
| Q4 2015 | $514,000 | -48.4% | 15,186 | -47.8% | 0.00% | – |
| Q3 2015 | $997,000 | -18.9% | 29,072 | +0.2% | 0.00% | – |
| Q2 2015 | $1,230,000 | -9.4% | 29,014 | -6.8% | 0.00% | – |
| Q1 2015 | $1,358,000 | -49.1% | 31,138 | -47.7% | 0.00% | -100.0% |
| Q4 2014 | $2,669,000 | -32.8% | 59,563 | -22.7% | 0.00% | 0.0% |
| Q3 2014 | $3,969,000 | -7.6% | 77,009 | +1.9% | 0.00% | 0.0% |
| Q2 2014 | $4,294,000 | -16.4% | 75,601 | -25.0% | 0.00% | 0.0% |
| Q1 2014 | $5,136,000 | -11.5% | 100,753 | -12.4% | 0.00% | -50.0% |
| Q4 2013 | $5,805,000 | +1.4% | 114,977 | -5.4% | 0.00% | 0.0% |
| Q3 2013 | $5,727,000 | -23.6% | 121,592 | -27.8% | 0.00% | 0.0% |
| Q2 2013 | $7,498,000 | – | 168,373 | – | 0.00% | – |
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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% |