ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,005 | -1.7% | 3,247 | -11.2% | 0.00% | – |
| Q2 2023 | $156,623 | -2.1% | 3,656 | 0.0% | 0.00% | – |
| Q1 2023 | $159,950 | -7.9% | 3,656 | -2.2% | 0.00% | – |
| Q4 2022 | $173,733 | +22.3% | 3,737 | +3.6% | 0.00% | – |
| Q3 2022 | $142,000 | -27.2% | 3,606 | -29.4% | 0.00% | – |
| Q2 2022 | $195,000 | -6.7% | 5,108 | 0.0% | 0.00% | – |
| Q1 2022 | $209,000 | +35.7% | 5,108 | 0.0% | 0.00% | – |
| Q4 2021 | $154,000 | +180.0% | 5,108 | +160.9% | 0.00% | – |
| Q3 2021 | $55,000 | -36.8% | 1,958 | -34.8% | 0.00% | – |
| Q2 2021 | $87,000 | +987.5% | 3,003 | +700.8% | 0.00% | – |
| Q4 2020 | $8,000 | +33.3% | 375 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | -89.8% | 375 | -87.1% | 0.00% | – |
| Q2 2020 | $59,000 | +18.0% | 2,917 | -11.0% | 0.00% | – |
| Q1 2020 | $50,000 | -36.7% | 3,276 | +32.2% | 0.00% | – |
| Q4 2019 | $79,000 | -44.8% | 2,478 | -44.7% | 0.00% | – |
| Q3 2019 | $143,000 | -13.3% | 4,478 | -6.7% | 0.00% | – |
| Q2 2019 | $165,000 | -4.6% | 4,798 | 0.0% | 0.00% | – |
| Q1 2019 | $173,000 | +11.6% | 4,798 | -3.1% | 0.00% | -100.0% |
| Q4 2018 | $155,000 | -37.8% | 4,953 | -16.8% | 0.00% | 0.0% |
| Q3 2018 | $249,000 | +1.6% | 5,953 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $245,000 | +260.3% | 5,853 | +219.3% | 0.00% | – |
| Q1 2018 | $68,000 | +750.0% | 1,833 | +794.1% | 0.00% | – |
| Q4 2017 | $8,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q3 2017 | $8,000 | -63.6% | 205 | -66.9% | 0.00% | – |
| Q2 2017 | $22,000 | -69.0% | 620 | -66.2% | 0.00% | – |
| Q1 2017 | $71,000 | -10.1% | 1,836 | -3.2% | 0.00% | – |
| Q4 2016 | $79,000 | +6.8% | 1,896 | 0.0% | 0.00% | – |
| Q3 2016 | $74,000 | +184.6% | 1,896 | +178.8% | 0.00% | – |
| Q2 2016 | $26,000 | +8.3% | 680 | 0.0% | 0.00% | – |
| Q1 2016 | $24,000 | -78.4% | 680 | -79.3% | 0.00% | – |
| Q4 2015 | $111,000 | +158.1% | 3,280 | +164.7% | 0.00% | – |
| Q3 2015 | $43,000 | -54.3% | 1,239 | -44.4% | 0.00% | – |
| Q2 2015 | $94,000 | -22.3% | 2,230 | -19.1% | 0.00% | – |
| Q1 2015 | $121,000 | +21.0% | 2,755 | +23.5% | 0.00% | – |
| Q4 2014 | $100,000 | -43.5% | 2,230 | -35.1% | 0.00% | -100.0% |
| Q3 2014 | $177,000 | -8.3% | 3,438 | +1.0% | 0.00% | 0.0% |
| Q2 2014 | $193,000 | +13.5% | 3,403 | +2.3% | 0.00% | 0.0% |
| Q1 2014 | $170,000 | +226.9% | 3,328 | +226.3% | 0.00% | – |
| Q4 2013 | $52,000 | -10.3% | 1,020 | -16.4% | 0.00% | – |
| Q3 2013 | $58,000 | -13.4% | 1,220 | -18.7% | 0.00% | – |
| Q2 2013 | $67,000 | – | 1,500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $14,229,000 | 3.48% |
| Dentgroup LLC | 74,336 | $3,525,757 | 2.60% |
| PGIM Custom Harvest LLC | 1,446,210 | $68,593,734 | 2.53% |
| Bellwether Advisors, LLC | 193,319 | $9,169,120 | 2.50% |
| First Citizens Financial Corp | 56,132 | $2,662,341 | 1.88% |
| TCWP LLC | 50,492 | $2,394,836 | 1.82% |
| FORTE ASSET MANAGEMENT LLC | 48,351 | $2,309,322 | 1.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,100 | $1,569,939 | 1.47% |
| Foundation Wealth Management, LLC | 24,960 | $1,183,850 | 1.18% |
| Ballew Advisors, Inc | 24,805 | $1,113,740 | 0.92% |