ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,863 | +6.4% | 26,014 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $1,160,169 | -57.3% | 27,081 | -56.4% | 0.00% | -60.0% |
| Q1 2023 | $2,715,664 | -20.5% | 62,072 | -15.5% | 0.01% | -16.7% |
| Q4 2022 | $3,416,158 | +15.4% | 73,482 | -2.4% | 0.01% | 0.0% |
| Q3 2022 | $2,959,000 | -40.8% | 75,274 | -42.6% | 0.01% | -33.3% |
| Q2 2022 | $4,998,000 | -53.6% | 131,102 | -50.2% | 0.01% | -47.1% |
| Q1 2022 | $10,772,000 | +38.4% | 263,237 | +1.8% | 0.02% | +41.7% |
| Q4 2021 | $7,783,000 | +66.7% | 258,593 | +56.6% | 0.01% | +50.0% |
| Q3 2021 | $4,668,000 | +0.9% | 165,176 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $4,627,000 | +159.8% | 159,064 | +134.3% | 0.01% | +166.7% |
| Q1 2021 | $1,781,000 | +889.4% | 67,897 | +479.3% | 0.00% | – |
| Q1 2020 | $180,000 | -51.6% | 11,721 | +1.3% | 0.00% | -100.0% |
| Q4 2019 | $372,000 | +63.9% | 11,569 | +128.7% | 0.00% | -85.7% |
| Q4 2014 | $227,000 | -13.0% | 5,058 | 0.0% | 0.01% | -12.5% |
| Q3 2014 | $261,000 | -9.1% | 5,058 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $287,000 | +11.2% | 5,058 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $258,000 | 0.0% | 5,058 | -1.0% | 0.01% | 0.0% |
| Q4 2013 | $258,000 | +7.1% | 5,107 | 0.0% | 0.01% | -11.1% |
| Q3 2013 | $241,000 | – | 5,107 | – | 0.01% | – |
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% |