ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $25,000 | +19.0% | 700 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $21,000 | -27.6% | 700 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $29,000 | +16.0% | 700 | 0.0% | 0.02% | +7.1% |
| Q1 2018 | $25,000 | -7.4% | 700 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $27,000 | +3.8% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $26,000 | +8.3% | 700 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $24,000 | -99.9% | 700 | 0.0% | 0.02% | -11.8% |
| Q1 2017 | $26,978,000 | -7.2% | 700 | 0.0% | 0.02% | -10.5% |
| Q4 2016 | $29,078,000 | +6.5% | 700 | 0.0% | 0.02% | +5.6% |
| Q3 2016 | $27,300,000 | +1.7% | 700 | 0.0% | 0.02% | +5.9% |
| Q2 2016 | $26,852,000 | +10.3% | 700 | 0.0% | 0.02% | -5.6% |
| Q1 2016 | $24,346,000 | +105752.2% | 700 | 0.0% | 0.02% | +20.0% |
| Q4 2015 | $23,000 | – | 700 | – | 0.02% | – |
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% |