ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
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 | 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% |