ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 289 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $290,400 | -39.3% | 6,050 | -37.5% | 0.00% | -33.3% |
| Q1 2024 | $478,390 | +11.8% | 9,684 | -0.2% | 0.00% | 0.0% |
| Q4 2023 | $428,008 | -12.7% | 9,701 | -6.2% | 0.00% | -25.0% |
| Q3 2023 | $490,284 | +7.4% | 10,337 | -3.0% | 0.00% | +33.3% |
| Q2 2023 | $456,417 | -7.4% | 10,654 | -5.5% | 0.00% | -25.0% |
| Q1 2023 | $493,150 | -9.5% | 11,272 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $545,000 | -8.1% | 11,730 | -22.2% | 0.00% | -20.0% |
| Q3 2022 | $593,000 | -3.6% | 15,076 | -6.5% | 0.01% | 0.0% |
| Q2 2022 | $615,000 | -27.0% | 16,127 | -21.7% | 0.01% | -16.7% |
| Q1 2022 | $843,000 | +39.1% | 20,594 | +2.3% | 0.01% | +50.0% |
| Q4 2021 | $606,000 | +3.8% | 20,123 | -2.5% | 0.00% | 0.0% |
| Q3 2021 | $584,000 | +15.6% | 20,648 | +19.0% | 0.00% | 0.0% |
| Q2 2021 | $505,000 | +76.6% | 17,357 | +59.0% | 0.00% | +33.3% |
| Q1 2021 | $286,000 | -22.1% | 10,917 | -52.6% | 0.00% | -25.0% |
| Q3 2020 | $367,000 | +18.4% | 23,014 | +48.7% | 0.00% | 0.0% |
| Q2 2020 | $310,000 | +31.4% | 15,479 | +0.2% | 0.00% | +33.3% |
| Q1 2020 | $236,000 | -49.1% | 15,442 | +6.8% | 0.00% | -40.0% |
| Q4 2019 | $464,000 | +8.9% | 14,458 | +16.8% | 0.01% | 0.0% |
| Q3 2019 | $426,000 | -4.9% | 12,381 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $448,000 | 0.0% | 13,022 | +4.7% | 0.01% | -16.7% |
| Q1 2019 | $448,000 | +32.2% | 12,436 | +14.1% | 0.01% | +20.0% |
| Q4 2018 | $339,000 | +11.5% | 10,895 | +50.5% | 0.01% | +25.0% |
| Q3 2018 | $304,000 | 0.0% | 7,239 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $304,000 | -99.9% | 7,243 | -24.1% | 0.00% | 0.0% |
| Q1 2018 | $352,990,000 | +26.2% | 9,548 | +35.3% | 0.00% | +33.3% |
| Q4 2017 | $279,731,000 | +10.8% | 7,055 | +4.6% | 0.00% | 0.0% |
| Q3 2017 | $252,540,000 | +13.1% | 6,747 | +7.2% | 0.00% | 0.0% |
| Q2 2017 | $223,331,000 | – | 6,291 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |