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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,850 | +4.3% | 4,572 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $207,903 | -12.3% | 4,853 | -10.5% | 0.01% | -12.5% |
| Q1 2023 | $237,126 | -53.9% | 5,420 | -51.0% | 0.01% | -63.6% |
| Q4 2022 | $514,537 | +0.7% | 11,067 | -14.9% | 0.02% | -8.3% |
| Q3 2022 | $511,000 | +8.3% | 13,009 | +5.1% | 0.02% | +9.1% |
| Q2 2022 | $472,000 | -7.5% | 12,382 | +0.7% | 0.02% | +10.0% |
| Q1 2022 | $510,000 | +22.9% | 12,302 | -10.7% | 0.02% | +33.3% |
| Q4 2021 | $415,000 | +8.9% | 13,773 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $381,000 | +370.4% | 13,486 | +382.5% | 0.02% | +400.0% |
| Q2 2021 | $81,000 | +2600.0% | 2,795 | +2695.0% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -95.5% | 100 | -85.7% | 0.00% | -100.0% |
| Q4 2019 | $22,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -8.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | -4.0% | 700 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $25,000 | +19.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | +425.0% | 700 | +548.1% | 0.00% | +200.0% |
| Q3 2017 | $4,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -50.0% | 107 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | – | 214 | – | 0.00% | – |
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% |