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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,265 | +10.7% | 111 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4,755 | -97.4% | 111 | -97.4% | 0.00% | -98.1% |
Q1 2023 | $185,957 | -5.4% | 4,250 | +0.5% | 0.05% | -8.8% |
Q4 2022 | $196,491 | +19.8% | 4,227 | +1.3% | 0.06% | +5.6% |
Q3 2022 | $164,000 | +3.1% | 4,171 | 0.0% | 0.05% | +10.2% |
Q2 2022 | $159,000 | -13.1% | 4,171 | -6.8% | 0.05% | +2.1% |
Q1 2022 | $183,000 | +36.6% | 4,474 | +0.5% | 0.05% | +45.5% |
Q4 2021 | $134,000 | +16.5% | 4,453 | +1.9% | 0.03% | 0.0% |
Q1 2021 | $115,000 | +66.7% | 4,371 | +0.6% | 0.03% | +37.5% |
Q3 2020 | $69,000 | -58.4% | 4,344 | -17.1% | 0.02% | -59.3% |
Q3 2019 | $166,000 | -23.1% | 5,238 | +1.6% | 0.06% | -28.9% |
Q3 2018 | $216,000 | +1.4% | 5,154 | +1.4% | 0.08% | -3.5% |
Q2 2018 | $213,000 | +5.4% | 5,084 | 0.0% | 0.09% | +6.2% |
Q4 2017 | $202,000 | +18.8% | 5,084 | +12.0% | 0.08% | +9.5% |
Q3 2017 | $170,000 | +18.9% | 4,539 | +12.6% | 0.07% | +13.8% |
Q2 2017 | $143,000 | – | 4,030 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $14,229,000 | 3.48% |
Dentgroup LLC | 74,336 | $3,525,757 | 2.60% |
PGIM Custom Harvest LLC | 1,446,210 | $68,593,734 | 2.53% |
Bellwether Advisors, LLC | 193,319 | $9,169,120 | 2.50% |
First Citizens Financial Corp | 56,132 | $2,662,341 | 1.88% |
TCWP LLC | 50,492 | $2,394,836 | 1.82% |
FORTE ASSET MANAGEMENT LLC | 48,351 | $2,309,322 | 1.55% |
COTTONWOOD CAPITAL ADVISORS, LLC | 33,100 | $1,569,939 | 1.47% |
Foundation Wealth Management, LLC | 24,960 | $1,183,850 | 1.18% |
Ballew Advisors, Inc | 24,805 | $1,113,740 | 0.92% |