ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,696 | -70.9% | 541 | -71.5% | 0.01% | -77.8% |
| Q4 2022 | $84,739 | +2.1% | 1,897 | -5.2% | 0.04% | +414.3% |
| Q1 2022 | $83,000 | -2.4% | 2,000 | -27.3% | 0.01% | -12.5% |
| Q4 2021 | $85,000 | +129.7% | 2,750 | +118.9% | 0.01% | +100.0% |
| Q2 2021 | $37,000 | +8.8% | 1,256 | +0.4% | 0.00% | -20.0% |
| Q1 2021 | $34,000 | +1600.0% | 1,251 | +1713.0% | 0.01% | +150.0% |
| Q4 2018 | $2,000 | -99.0% | 69 | -98.2% | 0.00% | -98.1% |
| Q4 2013 | $195,000 | – | 3,879 | – | 0.11% | – |
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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% |