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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $361,000 | -8.1% | 9,479 | -1.3% | 0.13% | +11.4% |
| Q1 2022 | $393,000 | +36.0% | 9,604 | 0.0% | 0.11% | +12.9% |
| Q4 2021 | $289,000 | +6.6% | 9,604 | 0.0% | 0.10% | +5.2% |
| Q3 2021 | $271,000 | -4.9% | 9,604 | -2.0% | 0.10% | +11.6% |
| Q2 2021 | $285,000 | +10.9% | 9,804 | 0.0% | 0.09% | +21.1% |
| Q1 2021 | $257,000 | +27.2% | 9,804 | -2.0% | 0.07% | +29.1% |
| Q4 2020 | $202,000 | +16.1% | 10,004 | -8.2% | 0.06% | -12.7% |
| Q3 2020 | $174,000 | -21.6% | 10,895 | -1.8% | 0.06% | -33.7% |
| Q2 2020 | $222,000 | +27.6% | 11,095 | -2.6% | 0.10% | +15.9% |
| Q1 2020 | $174,000 | -53.2% | 11,395 | -1.5% | 0.08% | -64.0% |
| Q4 2019 | $372,000 | -0.3% | 11,570 | -1.5% | 0.23% | +0.9% |
| Q3 2019 | $373,000 | -11.0% | 11,745 | -3.6% | 0.23% | -8.1% |
| Q2 2019 | $419,000 | -6.5% | 12,186 | -2.0% | 0.25% | -12.5% |
| Q1 2019 | $448,000 | +12.3% | 12,436 | -3.0% | 0.28% | -7.9% |
| Q4 2018 | $399,000 | -26.0% | 12,816 | -0.2% | 0.30% | +1.3% |
| Q3 2018 | $539,000 | -1.1% | 12,841 | -1.2% | 0.30% | -14.5% |
| Q2 2018 | $545,000 | +11.2% | 12,991 | -2.1% | 0.35% | +1.4% |
| Q1 2018 | $490,000 | -6.8% | 13,266 | 0.0% | 0.35% | -15.0% |
| Q4 2017 | $526,000 | – | 13,266 | – | 0.41% | – |
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% |