ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,274,734 | +10.3% | 26,876 | -0.4% | 0.01% | +18.2% |
| Q2 2023 | $1,155,651 | -23.0% | 26,976 | -21.4% | 0.01% | -26.7% |
| Q1 2023 | $1,501,727 | -17.2% | 34,325 | -12.0% | 0.02% | -21.1% |
| Q4 2022 | $1,813,904 | +16.1% | 39,017 | -1.8% | 0.02% | +5.6% |
| Q3 2022 | $1,562,000 | +3.4% | 39,742 | +0.3% | 0.02% | +12.5% |
| Q2 2022 | $1,511,000 | +18.0% | 39,639 | +26.8% | 0.02% | +33.3% |
| Q1 2022 | $1,280,000 | +66.7% | 31,270 | +22.5% | 0.01% | +71.4% |
| Q4 2021 | $768,000 | +25.3% | 25,520 | +17.7% | 0.01% | +16.7% |
| Q3 2021 | $613,000 | -3.5% | 21,688 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $635,000 | +39.6% | 21,833 | +25.6% | 0.01% | +20.0% |
| Q1 2021 | $455,000 | +4.6% | 17,379 | -19.2% | 0.01% | -16.7% |
| Q4 2020 | $435,000 | +92.5% | 21,517 | +52.3% | 0.01% | +100.0% |
| Q3 2020 | $226,000 | -16.6% | 14,129 | +4.2% | 0.00% | -25.0% |
| Q2 2020 | $271,000 | -43.2% | 13,559 | -56.5% | 0.00% | -55.6% |
| Q1 2020 | $477,000 | -73.0% | 31,165 | -43.4% | 0.01% | -66.7% |
| Q4 2019 | $1,769,000 | -12.9% | 55,076 | -13.9% | 0.03% | -18.2% |
| Q3 2019 | $2,032,000 | -11.3% | 63,987 | -3.9% | 0.03% | -10.8% |
| Q2 2019 | $2,291,000 | -7.2% | 66,579 | -2.9% | 0.04% | -9.8% |
| Q1 2019 | $2,470,000 | +3.9% | 68,542 | -10.2% | 0.04% | -2.4% |
| Q4 2018 | $2,378,000 | +13.3% | 76,312 | +52.6% | 0.04% | +27.3% |
| Q3 2018 | $2,099,000 | -1.9% | 50,019 | -1.9% | 0.03% | -8.3% |
| Q2 2018 | $2,139,000 | -13.5% | 50,987 | -23.8% | 0.04% | -12.2% |
| Q1 2018 | $2,473,000 | -1.8% | 66,882 | +5.3% | 0.04% | +2.5% |
| Q4 2017 | $2,518,000 | +4.4% | 63,512 | -1.5% | 0.04% | -2.4% |
| Q3 2017 | $2,412,000 | +7.5% | 64,458 | +2.1% | 0.04% | +5.1% |
| Q2 2017 | $2,243,000 | -8.9% | 63,161 | -1.2% | 0.04% | -11.4% |
| Q1 2017 | $2,463,000 | -20.6% | 63,914 | -14.4% | 0.04% | -21.4% |
| Q4 2016 | $3,101,000 | +7.2% | 74,663 | +0.6% | 0.06% | +3.7% |
| Q3 2016 | $2,893,000 | -19.1% | 74,183 | -20.4% | 0.05% | -39.3% |
| Q2 2016 | $3,577,000 | +290.5% | 93,242 | +343.7% | 0.09% | +304.5% |
| Q1 2016 | $916,000 | -77.1% | 21,017 | -82.2% | 0.02% | -78.2% |
| Q4 2015 | $4,004,000 | +15.8% | 118,266 | +17.4% | 0.10% | +11.0% |
| Q3 2015 | $3,457,000 | +181.7% | 100,745 | +247.9% | 0.09% | +203.3% |
| Q2 2015 | $1,227,000 | +33.8% | 28,956 | +37.8% | 0.03% | +36.4% |
| Q1 2015 | $917,000 | +7.4% | 21,017 | +10.2% | 0.02% | +10.0% |
| Q4 2014 | $854,000 | +77.5% | 19,075 | +104.0% | 0.02% | +100.0% |
| Q3 2014 | $481,000 | +4.8% | 9,350 | +15.8% | 0.01% | +11.1% |
| Q2 2014 | $459,000 | +55.6% | 8,074 | +39.8% | 0.01% | +50.0% |
| Q1 2014 | $295,000 | +821.9% | 5,776 | +816.8% | 0.01% | +500.0% |
| Q4 2013 | $32,000 | +1500.0% | 630 | +1436.6% | 0.00% | – |
| Q2 2011 | $2,000 | -50.0% | 41 | -53.4% | 0.00% | – |
| Q1 2011 | $4,000 | 0.0% | 88 | -12.0% | 0.00% | – |
| Q4 2010 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
| Q3 2010 | $3,000 | -82.4% | 100 | -80.0% | 0.00% | -100.0% |
| Q1 2010 | $17,000 | -29.2% | 500 | -28.6% | 0.00% | 0.0% |
| Q4 2009 | $24,000 | +700.0% | 700 | +410.9% | 0.00% | – |
| Q1 2009 | $3,000 | – | 137 | – | 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% |