ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $252,298 | -19.7% | 5,426 | -32.1% | 0.02% | -36.4% |
| Q3 2022 | $314,000 | -69.7% | 7,992 | -70.6% | 0.03% | -64.9% |
| Q2 2022 | $1,038,000 | -22.5% | 27,227 | -16.8% | 0.09% | -13.8% |
| Q1 2022 | $1,339,000 | +42.0% | 32,733 | +4.5% | 0.11% | +60.3% |
| Q4 2021 | $943,000 | +19.2% | 31,326 | +11.9% | 0.07% | 0.0% |
| Q3 2021 | $791,000 | +10.6% | 28,003 | +13.9% | 0.07% | +7.9% |
| Q2 2021 | $715,000 | +840.8% | 24,575 | +393.3% | 0.06% | +16.7% |
| Q1 2020 | $76,000 | -83.5% | 4,982 | -65.4% | 0.05% | -79.4% |
| Q4 2019 | $462,000 | -11.8% | 14,382 | -12.9% | 0.26% | +31.0% |
| Q3 2019 | $524,000 | -18.1% | 16,512 | -11.3% | 0.20% | -21.6% |
| Q2 2019 | $640,000 | -4.5% | 18,606 | +0.0% | 0.26% | -29.6% |
| Q1 2019 | $670,000 | +15.7% | 18,598 | +0.0% | 0.36% | -6.2% |
| Q4 2018 | $579,000 | – | 18,591 | – | 0.39% | – |
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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% |