ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,499,786 | -6.0% | 31,621 | -15.1% | 0.21% | -9.2% |
| Q2 2023 | $1,594,683 | -13.4% | 37,224 | -12.3% | 0.23% | -22.6% |
| Q1 2023 | $1,842,290 | -3.0% | 42,439 | +3.9% | 0.30% | -20.2% |
| Q4 2022 | $1,898,893 | -13.6% | 40,845 | -27.0% | 0.37% | -20.2% |
| Q3 2022 | $2,199,000 | +30.6% | 55,937 | +26.6% | 0.46% | +30.6% |
| Q2 2022 | $1,684,000 | -27.5% | 44,181 | -21.2% | 0.36% | -16.2% |
| Q1 2022 | $2,323,000 | +16.9% | 56,091 | +2.0% | 0.42% | +31.6% |
| Q4 2021 | $1,988,000 | +198.5% | 54,976 | +117.3% | 0.32% | +169.2% |
| Q3 2021 | $666,000 | 0.0% | 25,298 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $666,000 | -89.4% | 25,298 | +16653.6% | 0.12% | +1400.0% |
| Q4 2016 | $6,273,000 | – | 151 | – | 0.01% | – |
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% |