ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,222 | +5.3% | 4,569 | -5.5% | 0.07% | +21.7% |
| Q2 2023 | $207,172 | -11.4% | 4,836 | -9.5% | 0.06% | -17.8% |
| Q1 2023 | $233,903 | -27.9% | 5,346 | -23.4% | 0.07% | -33.0% |
| Q4 2022 | $324,403 | +26.2% | 6,978 | +3.7% | 0.11% | +2.8% |
| Q2 2022 | $257,000 | -43.3% | 6,731 | -39.2% | 0.11% | -37.3% |
| Q1 2022 | $453,000 | +52.0% | 11,072 | +11.9% | 0.17% | +52.3% |
| Q4 2021 | $298,000 | +21.1% | 9,898 | +13.9% | 0.11% | +8.8% |
| Q3 2021 | $246,000 | -9.2% | 8,689 | -6.9% | 0.10% | -7.3% |
| Q2 2021 | $271,000 | – | 9,333 | – | 0.11% | – |
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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% |