ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,776 | -3.5% | 3,495 | -12.8% | 0.02% | +5.6% |
| Q2 2023 | $171,779 | -2.4% | 4,010 | -0.3% | 0.02% | -5.3% |
| Q1 2023 | $175,925 | -94.5% | 4,021 | -95.2% | 0.02% | -95.0% |
| Q2 2022 | $3,173,000 | -49.8% | 83,244 | -46.1% | 0.38% | -39.7% |
| Q1 2022 | $6,320,000 | +53.9% | 154,459 | +13.2% | 0.63% | +52.7% |
| Q4 2021 | $4,106,000 | +0.6% | 136,418 | -5.6% | 0.41% | -4.4% |
| Q3 2021 | $4,082,000 | -26.2% | 144,461 | -24.0% | 0.43% | -27.3% |
| Q2 2021 | $5,528,000 | +48.7% | 190,024 | +34.1% | 0.59% | +27.5% |
| Q1 2021 | $3,718,000 | – | 141,756 | – | 0.46% | – |
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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% |