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 | $322,666 | +0.0% | 6,803 | -9.7% | 0.00% | – |
| Q2 2023 | $322,628 | -7.3% | 7,531 | -5.4% | 0.00% | – |
| Q1 2023 | $348,163 | -6.6% | 7,958 | -0.8% | 0.00% | – |
| Q4 2022 | $372,850 | +14.7% | 8,020 | -3.0% | 0.00% | – |
| Q3 2022 | $325,000 | -0.9% | 8,270 | -4.1% | 0.00% | – |
| Q2 2022 | $328,000 | -14.6% | 8,622 | -8.2% | 0.00% | – |
| Q1 2022 | $384,000 | +82.9% | 9,388 | +34.3% | 0.00% | – |
| Q4 2021 | $210,000 | +70.7% | 6,990 | +59.8% | 0.00% | – |
| Q3 2021 | $123,000 | +53.8% | 4,373 | +59.4% | 0.00% | – |
| Q2 2021 | $80,000 | +42.9% | 2,744 | +28.6% | 0.00% | – |
| Q1 2021 | $56,000 | -12.5% | 2,134 | -31.9% | 0.00% | – |
| Q4 2020 | $64,000 | -32.6% | 3,133 | -47.2% | 0.00% | – |
| Q3 2020 | $95,000 | -46.0% | 5,933 | -32.4% | 0.00% | – |
| Q2 2020 | $176,000 | +7.3% | 8,776 | -18.2% | 0.00% | – |
| Q1 2020 | $164,000 | -48.8% | 10,735 | +7.8% | 0.00% | – |
| Q4 2019 | $320,000 | +13.5% | 9,954 | +12.3% | 0.00% | – |
| Q3 2019 | $282,000 | -29.1% | 8,864 | -23.2% | 0.00% | – |
| Q2 2019 | $398,000 | -18.1% | 11,539 | -14.4% | 0.00% | – |
| Q1 2019 | $486,000 | -5.3% | 13,484 | -18.2% | 0.00% | -100.0% |
| Q4 2018 | $513,000 | -37.4% | 16,487 | -15.6% | 0.00% | 0.0% |
| Q3 2018 | $819,000 | +12.7% | 19,527 | +12.6% | 0.00% | 0.0% |
| Q2 2018 | $727,000 | +30.1% | 17,347 | +14.5% | 0.00% | 0.0% |
| Q1 2018 | $559,000 | -14.5% | 15,155 | -8.0% | 0.00% | 0.0% |
| Q4 2017 | $654,000 | -15.5% | 16,477 | -20.3% | 0.00% | 0.0% |
| Q3 2017 | $774,000 | -32.2% | 20,670 | -35.7% | 0.00% | 0.0% |
| Q2 2017 | $1,142,000 | -38.9% | 32,157 | -33.7% | 0.00% | -50.0% |
| Q1 2017 | $1,869,000 | -9.7% | 48,491 | -2.6% | 0.00% | 0.0% |
| Q4 2016 | $2,069,000 | +8.2% | 49,793 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $1,912,000 | -3.1% | 49,027 | -4.7% | 0.00% | 0.0% |
| Q2 2016 | $1,974,000 | +6.0% | 51,467 | -3.9% | 0.00% | 0.0% |
| Q1 2016 | $1,863,000 | +1.9% | 53,571 | -0.7% | 0.00% | 0.0% |
| Q4 2015 | $1,828,000 | -0.1% | 53,967 | +1.3% | 0.00% | 0.0% |
| Q3 2015 | $1,829,000 | -29.1% | 53,274 | -12.5% | 0.00% | -33.3% |
| Q2 2015 | $2,578,000 | -5.2% | 60,865 | -2.4% | 0.00% | 0.0% |
| Q1 2015 | $2,718,000 | -1.6% | 62,335 | +1.2% | 0.00% | 0.0% |
| Q4 2014 | $2,761,000 | +4.0% | 61,596 | +19.5% | 0.00% | 0.0% |
| Q3 2014 | $2,656,000 | -2.9% | 51,524 | +7.1% | 0.00% | 0.0% |
| Q2 2014 | $2,734,000 | +37.9% | 48,128 | +23.9% | 0.00% | 0.0% |
| Q1 2014 | $1,982,000 | -0.9% | 38,859 | -2.0% | 0.00% | 0.0% |
| Q4 2013 | $2,001,000 | +7.7% | 39,649 | +0.5% | 0.00% | 0.0% |
| Q3 2013 | $1,858,000 | +11.0% | 39,461 | +4.9% | 0.00% | +50.0% |
| Q2 2013 | $1,674,000 | – | 37,619 | – | 0.00% | – |
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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% |