ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |