ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,302 | +22.2% | 4,624 | +10.4% | 0.00% | – |
| Q2 2023 | $179,399 | -36.1% | 4,188 | -34.8% | 0.00% | – |
| Q1 2023 | $280,882 | +120.0% | 6,420 | +133.8% | 0.00% | – |
| Q4 2022 | $127,685 | -38.9% | 2,746 | -48.2% | 0.00% | – |
| Q3 2022 | $209,000 | +86.6% | 5,306 | +80.0% | 0.00% | – |
| Q2 2022 | $112,000 | -14.5% | 2,947 | -8.3% | 0.00% | – |
| Q1 2022 | $131,000 | +297.0% | 3,213 | +187.1% | 0.00% | – |
| Q4 2021 | $33,000 | +266.7% | 1,119 | +254.1% | 0.00% | – |
| Q3 2021 | $9,000 | -62.5% | 316 | -62.5% | 0.00% | – |
| Q2 2021 | $24,000 | +20.0% | 843 | +8.1% | 0.00% | – |
| Q1 2021 | $20,000 | -9.1% | 780 | -28.1% | 0.00% | – |
| Q4 2020 | $22,000 | +1000.0% | 1,085 | +664.1% | 0.00% | – |
| Q3 2020 | $2,000 | -71.4% | 142 | -59.5% | 0.00% | – |
| Q2 2020 | $7,000 | 0.0% | 351 | -28.8% | 0.00% | – |
| Q1 2020 | $7,000 | -91.5% | 493 | -80.6% | 0.00% | – |
| Q4 2019 | $82,000 | -11.8% | 2,541 | -13.4% | 0.00% | – |
| Q3 2019 | $93,000 | -10.6% | 2,933 | -2.9% | 0.00% | – |
| Q2 2019 | $104,000 | -20.0% | 3,020 | -16.6% | 0.00% | – |
| Q1 2019 | $130,000 | +51.2% | 3,620 | +32.1% | 0.00% | – |
| Q4 2018 | $86,000 | -41.1% | 2,740 | -21.4% | 0.00% | – |
| Q3 2018 | $146,000 | -98.9% | 3,486 | -98.7% | 0.00% | -100.0% |
| Q4 2013 | $13,455,000 | – | 266,486 | – | 0.00% | – |
Download | ||||||
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% |