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 | $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 ↓ |
|---|---|---|---|
| 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% |