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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,391 | -7.0% | 388 | -16.0% | 0.00% | – |
| Q2 2023 | $19,785 | -61.7% | 462 | -60.8% | 0.00% | -100.0% |
| Q1 2023 | $51,601 | +199.2% | 1,179 | +217.8% | 0.00% | – |
| Q4 2022 | $17,248 | +32.7% | 371 | +15.9% | 0.00% | – |
| Q3 2022 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | +100.0% | 320 | +128.6% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 140 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -91.1% | 140 | -91.0% | 0.00% | -100.0% |
| Q2 2021 | $45,000 | +21.6% | 1,558 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +428.6% | 1,418 | +714.9% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | +16.7% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | -12.5% | 174 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $8,000 | – | 174 | – | 0.00% | – |
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% |