ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 353 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $410,507 | -4.3% | 3,905 | -18.3% | 0.02% | -9.1% |
| Q3 2022 | $429,000 | -62.9% | 4,777 | -76.0% | 0.02% | -63.3% |
| Q2 2022 | $1,156,000 | +2.7% | 19,899 | -46.3% | 0.06% | +11.1% |
| Q1 2022 | $1,126,000 | +9.3% | 37,042 | +9.4% | 0.05% | +12.5% |
| Q4 2021 | $1,030,000 | +7.7% | 33,874 | +0.1% | 0.05% | 0.0% |
| Q3 2021 | $956,000 | -12.5% | 33,830 | -10.0% | 0.05% | -17.2% |
| Q2 2021 | $1,093,000 | +46.3% | 37,574 | +31.9% | 0.06% | +26.1% |
| Q1 2021 | $747,000 | – | 28,476 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |