ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $24,000 | -4.0% | 860 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 860 | -5.5% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -11.1% | 910 | -30.5% | 0.00% | -20.0% |
| Q4 2020 | $27,000 | +28.6% | 1,310 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | -22.2% | 1,310 | -3.0% | 0.01% | -28.6% |
| Q2 2020 | $27,000 | +12.5% | 1,350 | -12.9% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | -52.0% | 1,550 | 0.0% | 0.01% | -36.4% |
| Q4 2019 | $50,000 | +2.0% | 1,550 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $49,000 | -23.4% | 1,550 | -16.2% | 0.01% | -20.0% |
| Q2 2019 | $64,000 | -4.5% | 1,850 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $67,000 | +15.5% | 1,850 | 0.0% | 0.02% | +14.3% |
| Q4 2018 | $58,000 | -29.3% | 1,850 | -5.1% | 0.01% | -17.6% |
| Q3 2018 | $82,000 | 0.0% | 1,950 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $82,000 | -22.6% | 1,950 | -31.6% | 0.02% | -25.0% |
| Q1 2018 | $106,000 | -0.9% | 2,850 | +5.6% | 0.02% | -7.7% |
| Q4 2017 | $107,000 | +5.9% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $101,000 | +5.2% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $96,000 | – | 2,700 | – | 0.03% | – |
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% |