ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,037 | -24.7% | 5,323 | -23.1% | 0.00% | -50.0% |
| Q1 2023 | $303,013 | -8.2% | 6,926 | -20.1% | 0.01% | -50.0% |
| Q2 2022 | $330,000 | -39.3% | 8,667 | -52.0% | 0.01% | -50.0% |
| Q4 2021 | $544,000 | -26.0% | 18,060 | -30.5% | 0.02% | +9.1% |
| Q3 2021 | $735,000 | +28.5% | 25,993 | +32.2% | 0.02% | +29.4% |
| Q2 2021 | $572,000 | -8.5% | 19,661 | -17.5% | 0.02% | -51.4% |
| Q1 2021 | $625,000 | +153.0% | 23,842 | +95.2% | 0.04% | +483.3% |
| Q4 2020 | $247,000 | -9.9% | 12,215 | -28.9% | 0.01% | 0.0% |
| Q3 2020 | $274,000 | -58.4% | 17,172 | -47.8% | 0.01% | -60.0% |
| Q2 2020 | $659,000 | +314.5% | 32,922 | +217.8% | 0.02% | +275.0% |
| Q1 2020 | $159,000 | -59.7% | 10,358 | -15.9% | 0.00% | +33.3% |
| Q4 2019 | $395,000 | +52.5% | 12,310 | +63.5% | 0.00% | 0.0% |
| Q2 2019 | $259,000 | +23.9% | 7,531 | +29.7% | 0.00% | +50.0% |
| Q1 2019 | $209,000 | -74.1% | 5,806 | -69.8% | 0.00% | -50.0% |
| Q2 2018 | $806,000 | +22.7% | 19,225 | +8.2% | 0.00% | 0.0% |
| Q1 2018 | $657,000 | -88.5% | 17,774 | -88.4% | 0.00% | -99.2% |
| Q3 2017 | $5,724,000 | – | 152,914 | – | 0.52% | – |
Download | ||||||
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% |