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 | 297,249 | $11,331,000 | 4.64% |
Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
EQ LLC | 64,473 | $2,458,000 | 1.94% |
First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |