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 | $7,115 | +2.5% | 150 | -7.4% | 0.00% | – |
| Q2 2023 | $6,941 | -2.1% | 162 | 0.0% | 0.00% | – |
| Q1 2023 | $7,088 | +1.6% | 162 | +8.0% | 0.00% | – |
| Q4 2022 | $6,974 | +16.2% | 150 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -60.0% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -98.8% | 150 | -98.9% | 0.00% | -98.2% |
| Q1 2017 | $518,000 | +8533.3% | 13,437 | +8858.0% | 0.06% | +5400.0% |
| Q4 2016 | $6,000 | -89.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $59,000 | – | 150 | – | 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% |