ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481 | -0.2% | 10,132 | -9.9% | 0.02% | +4.3% |
| Q2 2023 | $482 | +0.8% | 11,246 | +2.9% | 0.02% | -4.2% |
| Q1 2023 | $478 | +5.8% | 10,926 | +12.4% | 0.02% | -4.0% |
| Q4 2022 | $452 | -99.9% | 9,720 | -0.1% | 0.02% | +19.0% |
| Q3 2022 | $382,000 | +15.8% | 9,726 | +12.5% | 0.02% | +16.7% |
| Q2 2022 | $330,000 | -8.1% | 8,645 | -1.6% | 0.02% | +12.5% |
| Q1 2022 | $359,000 | +78.6% | 8,783 | +83.6% | 0.02% | -36.0% |
| Q2 2018 | $201,000 | -3.8% | 4,783 | -5.0% | 0.02% | -19.4% |
| Q4 2016 | $209,000 | – | 5,035 | – | 0.03% | – |
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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% |