ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,275 | -53.6% | 590 | -52.6% | 0.00% | – |
| Q1 2023 | $54,468 | -10.9% | 1,245 | -5.3% | 0.00% | – |
| Q4 2022 | $61,134 | +19.9% | 1,315 | 0.0% | 0.00% | – |
| Q3 2022 | $51,000 | +2.0% | 1,315 | -0.4% | 0.00% | – |
| Q2 2022 | $50,000 | -7.4% | 1,320 | 0.0% | 0.00% | – |
| Q1 2022 | $54,000 | +35.0% | 1,320 | -2.2% | 0.00% | – |
| Q4 2021 | $40,000 | +2.6% | 1,350 | -2.9% | 0.00% | – |
| Q3 2021 | $39,000 | -2.5% | 1,390 | 0.0% | 0.00% | – |
| Q2 2021 | $40,000 | -7.0% | 1,390 | -16.0% | 0.00% | – |
| Q1 2021 | $43,000 | +7.5% | 1,655 | -17.9% | 0.00% | – |
| Q4 2020 | $40,000 | +25.0% | 2,015 | 0.0% | 0.00% | – |
| Q3 2020 | $32,000 | -22.0% | 2,015 | -1.9% | 0.00% | – |
| Q2 2020 | $41,000 | +20.6% | 2,055 | -8.3% | 0.00% | – |
| Q1 2020 | $34,000 | -52.1% | 2,240 | 0.0% | 0.00% | – |
| Q4 2019 | $71,000 | -57.0% | 2,240 | -56.9% | 0.00% | -100.0% |
| Q3 2019 | $165,000 | -7.3% | 5,200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $178,000 | -4.8% | 5,200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $187,000 | +10.7% | 5,200 | -4.4% | 0.00% | 0.0% |
| Q4 2018 | $169,000 | -28.7% | 5,440 | -4.1% | 0.00% | 0.0% |
| Q3 2018 | $237,000 | 0.0% | 5,670 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $237,000 | +13.4% | 5,670 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $209,000 | -10.7% | 5,670 | -4.2% | 0.00% | 0.0% |
| Q4 2017 | $234,000 | +5.9% | 5,920 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $221,000 | +5.2% | 5,920 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $210,000 | +4100.0% | 5,920 | +3846.7% | 0.00% | – |
| Q1 2017 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |