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 | $14,229,000 | +10.7% | 300,000 | 0.0% | 3.48% | +16.0% |
| Q2 2023 | $12,852,000 | -2.1% | 300,000 | 0.0% | 3.00% | -8.7% |
| Q1 2023 | $13,125,000 | +94006.3% | 300,000 | 0.0% | 3.28% | -9.3% |
| Q4 2022 | $13,947 | -99.9% | 300,000 | 0.0% | 3.62% | +9.3% |
| Q3 2022 | $11,793,000 | +3.1% | 300,000 | 0.0% | 3.31% | +7.2% |
| Q2 2022 | $11,436,000 | -6.8% | 300,000 | 0.0% | 3.09% | +6.6% |
| Q1 2022 | $12,276,000 | +35.9% | 300,000 | 0.0% | 2.90% | +41.4% |
| Q4 2021 | $9,030,000 | +6.5% | 300,000 | 0.0% | 2.05% | -3.4% |
| Q3 2021 | $8,478,000 | -2.9% | 300,000 | 0.0% | 2.12% | +1.0% |
| Q2 2021 | $8,727,000 | +10.9% | 300,000 | 0.0% | 2.10% | +4.3% |
| Q1 2021 | $7,869,000 | +29.6% | 300,000 | 0.0% | 2.01% | +21.7% |
| Q4 2020 | $6,072,000 | – | 300,000 | – | 1.65% | – |
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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% |