ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $310,625 | -5.9% | 7,100 | 0.0% | 0.11% | -9.8% |
| Q4 2022 | $330,079 | +18.3% | 7,100 | 0.0% | 0.12% | +7.0% |
| Q3 2022 | $279,000 | +3.3% | 7,100 | 0.0% | 0.12% | +9.5% |
| Q2 2022 | $270,000 | -6.9% | 7,100 | 0.0% | 0.10% | +4.0% |
| Q1 2022 | $290,000 | +35.5% | 7,100 | 0.0% | 0.10% | +40.3% |
| Q4 2021 | $214,000 | +6.5% | 7,100 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $201,000 | -2.9% | 7,100 | 0.0% | 0.07% | -3.9% |
| Q2 2021 | $207,000 | +11.3% | 7,100 | 0.0% | 0.08% | +4.1% |
| Q1 2021 | $186,000 | +29.2% | 7,100 | 0.0% | 0.07% | +17.7% |
| Q4 2020 | $144,000 | +27.4% | 7,100 | 0.0% | 0.06% | +12.7% |
| Q3 2020 | $113,000 | -20.4% | 7,100 | 0.0% | 0.06% | -25.7% |
| Q2 2020 | $142,000 | -40.6% | 7,100 | -54.5% | 0.07% | -47.1% |
| Q1 2020 | $239,000 | – | 15,600 | – | 0.14% | – |
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% |