ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,389 | +10.7% | 2,981 | 0.0% | 0.02% | +23.1% |
| Q2 2023 | $127,706 | -2.1% | 2,981 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $130,419 | -7.4% | 2,981 | -1.6% | 0.01% | -17.6% |
| Q4 2022 | $140,818 | -53.7% | 3,029 | -62.0% | 0.02% | -52.8% |
| Q2 2022 | $304,000 | +6.3% | 7,977 | +14.3% | 0.04% | +44.0% |
| Q1 2022 | $286,000 | +34.3% | 6,977 | -1.6% | 0.02% | +47.1% |
| Q4 2021 | $213,000 | +6.0% | 7,087 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $201,000 | -98.0% | 7,087 | -96.8% | 0.02% | -98.6% |
| Q4 2014 | $9,881,000 | – | 220,509 | – | 1.30% | – |
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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% |