ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,188 | +50.5% | 51,093 | +53.7% | 0.02% | +11.1% |
| Q1 2023 | $1,454 | -99.9% | 33,249 | +12.7% | 0.02% | +38.5% |
| Q3 2022 | $1,159,000 | +41.5% | 29,496 | +37.1% | 0.01% | +44.4% |
| Q2 2022 | $819,000 | -71.1% | 21,508 | -68.9% | 0.01% | -55.0% |
| Q1 2022 | $2,832,000 | -27.3% | 69,231 | -49.8% | 0.02% | -16.7% |
| Q3 2021 | $3,894,000 | +126.0% | 137,820 | +61.9% | 0.02% | -31.4% |
| Q4 2020 | $1,723,000 | +125.2% | 85,152 | +77.5% | 0.04% | +59.1% |
| Q3 2020 | $765,000 | -42.1% | 47,981 | -27.4% | 0.02% | -45.0% |
| Q2 2020 | $1,321,000 | +21.6% | 66,064 | +95.3% | 0.04% | -14.9% |
| Q4 2019 | $1,086,000 | +143.5% | 33,823 | +140.6% | 0.05% | +123.8% |
| Q3 2019 | $446,000 | -47.3% | 14,059 | -42.3% | 0.02% | -97.6% |
| Q1 2016 | $846,000 | -47.7% | 24,347 | -36.3% | 0.88% | +15.9% |
| Q2 2015 | $1,618,000 | +35.4% | 38,195 | +43.2% | 0.76% | -54.7% |
| Q4 2014 | $1,195,000 | – | 26,673 | – | 1.68% | – |
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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% |