ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,252 | -3.1% | 15,291 | -12.5% | 0.05% | +2.0% |
| Q2 2023 | $748,595 | -10.5% | 17,474 | -8.6% | 0.05% | -14.0% |
| Q1 2023 | $836,150 | -79.5% | 19,112 | -78.2% | 0.06% | -80.3% |
| Q4 2022 | $4,078,724 | +1.3% | 87,733 | -14.3% | 0.29% | -3.0% |
| Q3 2022 | $4,025,000 | -54.3% | 102,391 | -55.7% | 0.30% | -53.7% |
| Q2 2022 | $8,801,000 | -36.5% | 230,875 | -31.8% | 0.64% | -31.0% |
| Q1 2022 | $13,852,000 | +35.3% | 338,505 | -0.5% | 0.93% | +14.1% |
| Q4 2021 | $10,239,000 | +5.0% | 340,170 | -1.4% | 0.82% | -4.0% |
| Q3 2021 | $9,747,000 | -14.2% | 344,894 | -11.7% | 0.85% | -15.6% |
| Q2 2021 | $11,362,000 | +33.7% | 390,582 | +20.6% | 1.01% | +19.0% |
| Q1 2021 | $8,496,000 | +2571.7% | 323,887 | +3873.6% | 0.85% | +631.0% |
| Q3 2016 | $318,000 | – | 8,151 | – | 0.12% | – |
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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% |