ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257,787 | +16.1% | 5,545 | -1.8% | 0.04% | +2.6% |
| Q3 2022 | $222,000 | -36.4% | 5,648 | -38.3% | 0.04% | -33.3% |
| Q2 2022 | $349,000 | -63.9% | 9,160 | -61.2% | 0.06% | -66.5% |
| Q1 2022 | $967,000 | +369.4% | 23,631 | +244.9% | 0.17% | +359.5% |
| Q4 2021 | $206,000 | -57.3% | 6,852 | -77.3% | 0.04% | -78.7% |
| Q3 2020 | $483,000 | +34.5% | 30,245 | +203.7% | 0.17% | +4.8% |
| Q1 2019 | $359,000 | -43.9% | 9,960 | -51.5% | 0.17% | -48.1% |
| Q4 2018 | $640,000 | +28.0% | 20,528 | +60.7% | 0.32% | +43.5% |
| Q3 2018 | $500,000 | -4.4% | 12,771 | +2.5% | 0.22% | -3.5% |
| Q2 2018 | $523,000 | +88.1% | 12,461 | +65.7% | 0.23% | +99.1% |
| Q1 2018 | $278,000 | +21.9% | 7,521 | +30.7% | 0.12% | +52.6% |
| Q4 2017 | $228,000 | – | 5,756 | – | 0.08% | – |
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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% |