ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 108 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $847,418 | -6.1% | 19,781 | -4.1% | 0.16% | -13.2% |
| Q1 2023 | $902,125 | -39.9% | 20,620 | -47.6% | 0.19% | -41.0% |
| Q2 2022 | $1,500,000 | -9.0% | 39,338 | -2.4% | 0.32% | +15.0% |
| Q1 2022 | $1,649,000 | +34.8% | 40,296 | -0.8% | 0.28% | +57.3% |
| Q4 2021 | $1,223,000 | -7.8% | 40,633 | -13.5% | 0.18% | -11.0% |
| Q3 2021 | $1,327,000 | -33.8% | 46,963 | -31.8% | 0.20% | -33.8% |
| Q2 2021 | $2,004,000 | +228.5% | 68,881 | +196.0% | 0.30% | +174.5% |
| Q1 2021 | $610,000 | -93.7% | 23,269 | -89.9% | 0.11% | -91.2% |
| Q3 2018 | $9,704,000 | +1.5% | 231,278 | +1.4% | 1.26% | -5.6% |
| Q2 2018 | $9,565,000 | +448.8% | 228,056 | +560.5% | 1.33% | +1584.8% |
| Q4 2013 | $1,743,000 | -96.0% | 34,528 | -96.2% | 0.08% | -93.8% |
| Q3 2013 | $43,335,000 | +406.5% | 920,056 | +378.8% | 1.28% | +213.5% |
| Q2 2013 | $8,556,000 | +27.5% | 192,142 | +29.2% | 0.41% | +31.2% |
| Q1 2013 | $6,709,000 | +14.7% | 148,666 | +3.8% | 0.31% | +6.1% |
| Q4 2012 | $5,851,000 | +18.6% | 143,264 | +22.5% | 0.29% | +23.1% |
| Q3 2012 | $4,932,000 | – | 116,928 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |