ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257,936 | -46.0% | 5,548 | -54.4% | 0.06% | -43.3% |
| Q3 2022 | $478,000 | -85.6% | 12,172 | -86.1% | 0.10% | -87.1% |
| Q2 2022 | $3,331,000 | -44.9% | 87,370 | -40.9% | 0.81% | -41.7% |
| Q1 2022 | $6,049,000 | +42.6% | 147,826 | +4.9% | 1.38% | +44.6% |
| Q4 2021 | $4,242,000 | -2.4% | 140,945 | -8.4% | 0.96% | -14.8% |
| Q3 2021 | $4,347,000 | -14.8% | 153,827 | -12.3% | 1.12% | -16.9% |
| Q2 2021 | $5,101,000 | +41.7% | 175,343 | +27.7% | 1.35% | +20.2% |
| Q1 2021 | $3,601,000 | – | 137,270 | – | 1.13% | – |
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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% |