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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $315,758 | -7.1% | 6,792 | -21.5% | 0.28% | -26.2% |
Q3 2022 | $340,000 | -36.8% | 8,654 | -38.6% | 0.38% | -53.0% |
Q2 2022 | $538,000 | -46.4% | 14,103 | -42.5% | 0.81% | +21.6% |
Q1 2022 | $1,004,000 | +17.4% | 24,545 | -13.6% | 0.67% | +30.8% |
Q4 2021 | $855,000 | +0.8% | 28,412 | -5.3% | 0.51% | +4.3% |
Q3 2021 | $848,000 | -16.2% | 30,016 | -13.7% | 0.49% | -13.9% |
Q2 2021 | $1,012,000 | +17.0% | 34,794 | +5.5% | 0.57% | +13.8% |
Q1 2021 | $865,000 | +108.4% | 32,974 | +60.9% | 0.50% | +116.0% |
Q4 2020 | $415,000 | -12.4% | 20,488 | -31.0% | 0.23% | -14.4% |
Q3 2020 | $474,000 | -5.8% | 29,683 | +18.1% | 0.27% | -35.9% |
Q2 2020 | $503,000 | +192.4% | 25,143 | +123.6% | 0.42% | +137.9% |
Q1 2020 | $172,000 | – | 11,245 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
EQ LLC | 64,473 | $2,458,000 | 1.94% |
First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |