ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,261 | +10.7% | 385 | 0.0% | 0.00% | – |
| Q2 2023 | $16,493 | -2.6% | 385 | -0.5% | 0.00% | – |
| Q1 2023 | $16,931 | +16337.9% | 387 | -82.6% | 0.00% | -100.0% |
| Q4 2022 | $103 | -99.9% | 2,226 | -10.2% | 0.00% | 0.0% |
| Q3 2022 | $97,000 | -46.4% | 2,479 | -47.9% | 0.00% | -40.0% |
| Q2 2022 | $181,000 | -28.7% | 4,761 | -23.2% | 0.01% | -16.7% |
| Q1 2022 | $254,000 | +51.2% | 6,199 | +11.0% | 0.01% | +50.0% |
| Q4 2021 | $168,000 | +33.3% | 5,583 | +25.3% | 0.00% | +33.3% |
| Q3 2021 | $126,000 | +46.5% | 4,454 | +49.2% | 0.00% | +50.0% |
| Q2 2021 | $86,000 | +126.3% | 2,985 | +106.0% | 0.00% | +100.0% |
| Q1 2021 | $38,000 | +65.2% | 1,449 | +168.3% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 540 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $22,000 | – | 540 | – | 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% |