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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |