ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,685 | +1.4% | 9,376 | -7.7% | 0.12% | +7.0% |
| Q2 2023 | $438,474 | -26.3% | 10,162 | -25.3% | 0.12% | -33.9% |
| Q1 2023 | $594,893 | -49.1% | 13,598 | -45.9% | 0.17% | -53.7% |
| Q4 2022 | $1,168,501 | +2.3% | 25,134 | -2.7% | 0.38% | -3.1% |
| Q3 2022 | $1,142,000 | -43.4% | 25,836 | -51.2% | 0.39% | -39.8% |
| Q2 2022 | $2,019,000 | -28.8% | 52,964 | -23.6% | 0.64% | -16.7% |
| Q1 2022 | $2,836,000 | +96.3% | 69,318 | +44.4% | 0.77% | +95.7% |
| Q4 2021 | $1,445,000 | +34.8% | 47,993 | +26.6% | 0.40% | +23.1% |
| Q3 2021 | $1,072,000 | +10.5% | 37,924 | +13.8% | 0.32% | +21.1% |
| Q2 2021 | $970,000 | – | 33,338 | – | 0.26% | – |
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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% |