MCMORGAN & CO LLC - ISHARES TR ownership

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
MCMORGAN & CO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,989,308
+19.3%
64,300
+0.9%
0.64%
+8.3%
Q3 2022$2,505,000
-71.3%
63,717
-78.1%
0.59%
-61.5%
Q4 2021$8,740,000
-11.1%
290,355
-16.5%
1.54%
-22.0%
Q3 2021$9,830,000
-19.1%
347,836
-16.7%
1.97%
-25.6%
Q2 2021$12,147,000417,5612.65%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders