ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401,197 | -10.6% | 8,624 | -12.9% | 0.18% | -22.6% |
| Q3 2022 | $449,000 | -47.3% | 9,897 | -56.0% | 0.24% | -44.8% |
| Q2 2022 | $852,000 | -30.8% | 22,518 | -24.8% | 0.43% | -26.7% |
| Q1 2022 | $1,231,000 | -2.2% | 29,959 | -19.5% | 0.58% | +1.8% |
| Q4 2021 | $1,259,000 | +7.4% | 37,205 | -3.1% | 0.57% | -7.9% |
| Q3 2021 | $1,172,000 | -9.9% | 38,384 | -17.4% | 0.62% | +3.3% |
| Q2 2021 | $1,301,000 | +30.8% | 46,478 | +19.5% | 0.60% | +20.2% |
| Q1 2021 | $995,000 | +1813.5% | 38,881 | +2719.5% | 0.50% | +984.8% |
| Q3 2017 | $52,000 | +6.1% | 1,379 | -0.3% | 0.05% | -4.2% |
| Q2 2017 | $49,000 | – | 1,383 | – | 0.05% | – |
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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% |