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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $466,703 | +33.2% | 9,840 | +20.3% | 0.03% | +39.1% |
Q2 2023 | $350,294 | -2.3% | 8,177 | -0.2% | 0.02% | -11.5% |
Q1 2023 | $358,522 | -15.5% | 8,195 | -10.2% | 0.03% | -21.2% |
Q4 2022 | $424,422 | +21.6% | 9,129 | +2.8% | 0.03% | +13.8% |
Q3 2022 | $349,000 | +4.5% | 8,877 | +1.4% | 0.03% | +3.6% |
Q2 2022 | $334,000 | -45.2% | 8,752 | -41.2% | 0.03% | -41.7% |
Q1 2022 | $609,000 | -79.4% | 14,889 | -85.1% | 0.05% | -81.7% |
Q4 2021 | $2,954,000 | +32.2% | 99,787 | +30.1% | 0.26% | +39.9% |
Q3 2021 | $2,235,000 | -24.3% | 76,711 | -23.1% | 0.19% | -28.2% |
Q2 2021 | $2,954,000 | +295300.0% | 99,787 | +356282.1% | 0.26% | – |
Q3 2018 | $1,000 | – | 28 | – | 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% |