ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,015 | -7.0% | 295 | 0.0% | 0.00% | -50.0% |
| Q3 2023 | $13,992 | +10.7% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,638 | -2.1% | 295 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,906 | -5.9% | 295 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,715 | -46.2% | 295 | -58.3% | 0.00% | -66.7% |
| Q1 2019 | $25,509 | +15.6% | 708 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,061 | -47.8% | 708 | -29.8% | 0.01% | -40.0% |
| Q3 2018 | $42,296 | +0.0% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,276 | +13.4% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,266 | -6.8% | 1,008 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $39,967 | +5.9% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,729 | – | 1,008 | – | 0.01% | – |
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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% |