ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $538,352 | -8.0% | 12,202 | -1.1% | 0.12% | -15.3% |
| Q3 2023 | $584,907 | -8.6% | 12,332 | -17.4% | 0.14% | -5.5% |
| Q2 2023 | $639,944 | +2.8% | 14,938 | +5.0% | 0.14% | -2.0% |
| Q1 2023 | $622,563 | +78506.4% | 14,230 | -16.4% | 0.15% | -22.9% |
| Q4 2022 | $792 | -99.9% | 17,029 | -14.3% | 0.19% | -5.4% |
| Q3 2022 | $781,000 | +2.4% | 19,869 | -0.7% | 0.20% | +12.2% |
| Q2 2022 | $763,000 | -3.2% | 20,010 | +3.9% | 0.18% | +23.1% |
| Q1 2022 | $788,000 | +84.1% | 19,260 | +35.6% | 0.15% | +93.4% |
| Q4 2021 | $428,000 | +33.3% | 14,203 | +25.2% | 0.08% | +22.6% |
| Q3 2021 | $321,000 | -2.7% | 11,343 | -0.1% | 0.06% | -1.6% |
| Q2 2021 | $330,000 | – | 11,359 | – | 0.06% | – |
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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% |