ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $16,000 | -5.9% | 420 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $17,000 | +30.8% | 420 | 0.0% | 0.00% | +33.3% |
Q4 2021 | $13,000 | +8.3% | 420 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $12,000 | -93.2% | 420 | -93.1% | 0.00% | -92.5% |
Q2 2021 | $177,000 | +10.6% | 6,083 | 0.0% | 0.04% | +2.6% |
Q1 2021 | $160,000 | +30.1% | 6,083 | 0.0% | 0.04% | +25.8% |
Q4 2020 | $123,000 | +26.8% | 6,083 | 0.0% | 0.03% | +10.7% |
Q3 2020 | $97,000 | -20.5% | 6,083 | 0.0% | 0.03% | -24.3% |
Q2 2020 | $122,000 | -25.2% | 6,083 | -42.8% | 0.04% | -32.7% |
Q1 2020 | $163,000 | -76.6% | 10,627 | -51.0% | 0.06% | -71.5% |
Q4 2019 | $697,000 | -18.6% | 21,698 | -19.5% | 0.19% | -21.5% |
Q3 2019 | $856,000 | -30.3% | 26,944 | -24.5% | 0.25% | -30.5% |
Q2 2019 | $1,228,000 | -21.2% | 35,675 | -17.5% | 0.35% | -27.3% |
Q1 2019 | $1,558,000 | +37.0% | 43,244 | +18.5% | 0.49% | +21.8% |
Q4 2018 | $1,137,000 | – | 36,490 | – | 0.40% | – |
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% |