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 | $718,802 | +18.1% | 15,155 | +6.7% | 0.01% | +11.1% |
| Q2 2023 | $608,542 | -6.9% | 14,205 | -4.9% | 0.01% | -10.0% |
| Q1 2023 | $653,406 | -28.9% | 14,935 | -24.5% | 0.01% | -37.5% |
| Q4 2022 | $919,619 | +24.3% | 19,781 | +5.1% | 0.02% | +14.3% |
| Q3 2022 | $740,000 | +6.5% | 18,829 | +3.2% | 0.01% | +7.7% |
| Q2 2022 | $695,000 | +28.2% | 18,245 | +37.7% | 0.01% | +44.4% |
| Q1 2022 | $542,000 | -74.8% | 13,249 | -81.4% | 0.01% | -73.5% |
| Q4 2021 | $2,150,000 | -11.6% | 71,419 | -17.0% | 0.03% | -17.1% |
| Q3 2021 | $2,431,000 | +11.7% | 86,039 | +15.0% | 0.04% | +10.8% |
| Q2 2021 | $2,176,000 | -15.6% | 74,810 | -23.9% | 0.04% | -31.5% |
| Q1 2021 | $2,577,000 | +238.2% | 98,249 | +160.9% | 0.05% | +217.6% |
| Q4 2020 | $762,000 | +57.8% | 37,653 | +24.3% | 0.02% | +41.7% |
| Q3 2020 | $483,000 | -13.9% | 30,292 | +8.0% | 0.01% | -25.0% |
| Q2 2020 | $561,000 | -3.4% | 28,042 | -26.2% | 0.02% | -23.8% |
| Q1 2020 | $581,000 | -61.6% | 37,999 | -19.4% | 0.02% | -52.3% |
| Q4 2019 | $1,514,000 | – | 47,131 | – | 0.04% | – |
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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% |