ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,854 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,854 | +0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,853 | -11.9% | 341 | -17.6% | 0.00% | -20.0% |
| Q3 2022 | $18,000 | -84.7% | 414 | -86.6% | 0.01% | -83.3% |
| Q2 2022 | $118,000 | -51.8% | 3,086 | -48.5% | 0.03% | -46.4% |
| Q1 2022 | $245,000 | +13.4% | 5,988 | -16.6% | 0.06% | +7.7% |
| Q4 2021 | $216,000 | -24.2% | 7,184 | -28.7% | 0.05% | -30.7% |
| Q3 2021 | $285,000 | -2.7% | 10,073 | +0.0% | 0.08% | -2.6% |
| Q2 2021 | $293,000 | – | 10,072 | – | 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% |