ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 159 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,563 | +10.7% | 2,310 | 0.0% | 0.00% | – |
| Q2 2023 | $98,960 | -2.1% | 2,310 | 0.0% | 0.00% | – |
| Q1 2023 | $101,063 | -5.9% | 2,310 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $107,392 | +18.0% | 2,310 | 0.0% | 0.00% | – |
| Q3 2022 | $91,000 | -5.2% | 2,310 | -8.0% | 0.00% | – |
| Q2 2022 | $96,000 | -20.7% | 2,510 | -15.4% | 0.00% | – |
| Q1 2022 | $121,000 | +3933.3% | 2,968 | +1615.6% | 0.00% | – |
| Q3 2020 | $3,000 | -83.3% | 173 | -65.4% | 0.00% | – |
| Q1 2019 | $18,000 | -74.3% | 500 | -77.8% | 0.00% | -100.0% |
| Q4 2018 | $70,000 | +2.9% | 2,250 | +38.9% | 0.00% | – |
| Q3 2018 | $68,000 | -23.6% | 1,620 | -23.8% | 0.00% | -100.0% |
| Q2 2018 | $89,000 | +12.7% | 2,125 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $79,000 | -9.2% | 2,125 | -3.6% | 0.00% | 0.0% |
| Q4 2017 | $87,000 | +8.8% | 2,204 | +3.7% | 0.00% | 0.0% |
| Q3 2017 | $80,000 | +6.7% | 2,125 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $75,000 | -29.9% | 2,125 | -23.3% | 0.00% | 0.0% |
| Q1 2017 | $107,000 | -7.0% | 2,771 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $115,000 | +6.5% | 2,771 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $108,000 | +24.1% | 2,771 | +22.0% | 0.00% | 0.0% |
| Q2 2016 | $87,000 | +10.1% | 2,271 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $79,000 | +259.1% | 2,271 | +251.5% | 0.00% | – |
| Q4 2015 | $22,000 | 0.0% | 646 | 0.0% | 0.00% | – |
| Q3 2015 | $22,000 | -31.2% | 646 | -13.9% | 0.00% | – |
| Q2 2015 | $32,000 | +357.1% | 750 | +400.0% | 0.00% | – |
| Q4 2014 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | – |
| Q3 2014 | $8,000 | -68.0% | 150 | -65.9% | 0.00% | – |
| Q2 2014 | $25,000 | +212.5% | 440 | +193.3% | 0.00% | – |
| Q1 2014 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2013 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | – |
| Q3 2013 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2013 | $7,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |