ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,512 | +2.2% | 7,369 | -15.3% | 0.00% | – |
| Q3 2022 | $342,000 | -84.4% | 8,695 | -84.9% | 0.00% | -100.0% |
| Q2 2022 | $2,188,000 | +804.1% | 57,409 | +521.4% | 0.00% | – |
| Q1 2021 | $242,000 | -14.8% | 9,238 | +36.4% | 0.00% | – |
| Q3 2018 | $284,000 | -46.9% | 6,775 | -49.8% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | +66.1% | 13,491 | +56.7% | 0.00% | – |
| Q3 2017 | $322,000 | +51.2% | 8,612 | +43.7% | 0.00% | – |
| Q2 2017 | $213,000 | -77.6% | 5,994 | -73.8% | 0.00% | -100.0% |
| Q4 2016 | $950,000 | -70.4% | 22,861 | -75.2% | 0.00% | -75.0% |
| Q1 2016 | $3,207,000 | +423.2% | 92,200 | +537.8% | 0.01% | +700.0% |
| Q2 2015 | $613,000 | -60.5% | 14,455 | -59.3% | 0.00% | -66.7% |
| Q1 2015 | $1,550,000 | +79.6% | 35,545 | +84.6% | 0.00% | +50.0% |
| Q4 2014 | $863,000 | +163.1% | 19,250 | +202.8% | 0.00% | +100.0% |
| Q3 2014 | $328,000 | -6.0% | 6,358 | -7.2% | 0.00% | 0.0% |
| Q1 2014 | $349,000 | – | 6,853 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |