ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,092 | +10.7% | 8,330 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $356,857 | -2.1% | 8,330 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $364,437 | +163324.7% | 8,330 | +73.5% | 0.01% | +50.0% |
| Q4 2022 | $223 | -99.9% | 4,800 | -79.8% | 0.01% | -45.5% |
| Q3 2020 | $381,000 | -24.4% | 23,820 | -5.4% | 0.01% | -26.7% |
| Q2 2020 | $504,000 | +7.0% | 25,170 | -18.1% | 0.02% | -16.7% |
| Q1 2020 | $471,000 | -69.9% | 30,740 | -37.0% | 0.02% | -60.9% |
| Q4 2019 | $1,567,000 | -0.6% | 48,790 | -1.8% | 0.05% | -8.0% |
| Q3 2019 | $1,577,000 | -34.4% | 49,660 | -28.9% | 0.05% | -37.5% |
| Q2 2019 | $2,403,000 | -36.3% | 69,830 | -33.3% | 0.08% | -37.5% |
| Q1 2019 | $3,770,000 | -18.9% | 104,650 | -29.8% | 0.13% | -28.1% |
| Q4 2018 | $4,649,000 | +1813.2% | 149,180 | +2294.5% | 0.18% | +1680.0% |
| Q3 2016 | $243,000 | -14.1% | 6,230 | -15.7% | 0.01% | -16.7% |
| Q2 2016 | $283,000 | -9.0% | 7,390 | -17.4% | 0.01% | -7.7% |
| Q1 2016 | $311,000 | -89.5% | 8,945 | -89.8% | 0.01% | -89.3% |
| Q4 2015 | $2,973,000 | +32.7% | 87,785 | +75.6% | 0.12% | +35.6% |
| Q4 2014 | $2,240,000 | – | 50,003 | – | 0.09% | – |
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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% |