ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,382 | +10.7% | 8,041 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $344,474 | -1.9% | 8,041 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $351,307 | -6.9% | 8,030 | -1.0% | 0.00% | -50.0% |
| Q4 2022 | $377,267 | +38.2% | 8,115 | +16.9% | 0.00% | +100.0% |
| Q3 2022 | $273,000 | +3.4% | 6,942 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $264,000 | -8.0% | 6,919 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $287,000 | +78.3% | 7,019 | +31.5% | 0.00% | 0.0% |
| Q4 2021 | $161,000 | +11.8% | 5,336 | +4.4% | 0.00% | – |
| Q3 2021 | $144,000 | -3.4% | 5,109 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $149,000 | +11.2% | 5,109 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $134,000 | +35.4% | 5,109 | +4.1% | 0.00% | – |
| Q4 2020 | $99,000 | -20.2% | 4,908 | -36.9% | 0.00% | -100.0% |
| Q3 2020 | $124,000 | +7.8% | 7,774 | +35.7% | 0.00% | 0.0% |
| Q2 2020 | $115,000 | +29.2% | 5,730 | -1.6% | 0.00% | 0.0% |
| Q1 2020 | $89,000 | -52.4% | 5,823 | +0.0% | 0.00% | 0.0% |
| Q4 2019 | $187,000 | +1.1% | 5,821 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $185,000 | -19.6% | 5,817 | -13.1% | 0.00% | 0.0% |
| Q2 2019 | $230,000 | -4.6% | 6,696 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $241,000 | -19.1% | 6,695 | -29.9% | 0.00% | -50.0% |
| Q4 2018 | $298,000 | -0.3% | 9,548 | +33.8% | 0.00% | 0.0% |
| Q3 2018 | $299,000 | 0.0% | 7,137 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $299,000 | +36.5% | 7,137 | +20.2% | 0.00% | 0.0% |
| Q1 2018 | $219,000 | -91.9% | 5,937 | -91.3% | 0.00% | -88.9% |
| Q4 2017 | $2,697,000 | +1196.6% | 68,019 | +1361.5% | 0.02% | – |
| Q4 2014 | $208,000 | -13.0% | 4,654 | 0.0% | 0.00% | – |
| Q3 2014 | $239,000 | -12.8% | 4,654 | -3.7% | 0.00% | – |
| Q2 2014 | $274,000 | -1.8% | 4,835 | -11.9% | 0.00% | – |
| Q1 2014 | $279,000 | +0.7% | 5,488 | 0.0% | 0.00% | – |
| Q4 2013 | $277,000 | +7.4% | 5,488 | 0.0% | 0.00% | – |
| Q3 2013 | $258,000 | +5.7% | 5,488 | 0.0% | 0.00% | – |
| Q2 2013 | $244,000 | – | 5,488 | – | 0.00% | – |
Download | ||||||
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% |