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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,062 | +10.7% | 5,715 | 0.0% | 0.08% | +12.7% |
| Q2 2023 | $244,831 | -2.1% | 5,715 | 0.0% | 0.07% | -9.0% |
| Q1 2023 | $250,031 | -5.9% | 5,715 | 0.0% | 0.08% | -13.3% |
| Q4 2022 | $265,690 | +18.1% | 5,715 | 0.0% | 0.09% | +3.4% |
| Q3 2022 | $225,000 | +3.2% | 5,715 | 0.0% | 0.09% | +2.4% |
| Q2 2022 | $218,000 | -53.4% | 5,715 | -50.0% | 0.08% | -45.9% |
| Q1 2022 | $468,000 | -9.8% | 11,430 | -33.7% | 0.16% | -8.2% |
| Q4 2021 | $519,000 | +6.6% | 17,230 | 0.0% | 0.17% | -5.5% |
| Q3 2021 | $487,000 | -2.8% | 17,230 | 0.0% | 0.18% | -6.2% |
| Q2 2021 | $501,000 | – | 17,230 | – | 0.19% | – |
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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% |