ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $295,000 | -62.1% | 7,517 | -63.2% | 0.10% | -57.3% |
| Q2 2022 | $778,000 | +44.9% | 20,421 | +55.6% | 0.25% | +56.7% |
| Q1 2022 | $537,000 | +28.5% | 13,127 | -5.4% | 0.16% | +37.7% |
| Q4 2021 | $418,000 | +6.6% | 13,872 | -0.1% | 0.11% | -5.0% |
| Q3 2021 | $392,000 | +0.3% | 13,882 | +3.4% | 0.12% | -4.0% |
| Q2 2021 | $391,000 | +5.1% | 13,431 | -5.4% | 0.12% | -4.6% |
| Q1 2021 | $372,000 | -69.7% | 14,192 | -76.6% | 0.13% | -71.5% |
| Q4 2020 | $1,228,000 | – | 60,681 | – | 0.46% | – |
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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% |