ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,361 | -13.1% | 219 | -11.0% | 0.00% | -33.3% |
| Q1 2023 | $10,773 | -5.0% | 246 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $11,344 | +13.4% | 244 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 242 | +1.3% | 0.01% | +20.0% |
| Q2 2022 | $9,000 | -69.0% | 239 | -71.5% | 0.01% | -84.8% |
| Q2 2019 | $29,000 | -3.3% | 840 | 0.0% | 0.03% | +3.1% |
| Q1 2019 | $30,000 | – | 840 | – | 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% |