ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
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 | 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% |