ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,875 | -27.3% | 180 | -22.7% | 0.00% | -42.9% |
| Q4 2022 | $10,832 | +20.4% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -55.0% | 233 | -50.0% | 0.01% | -50.0% |
| Q1 2022 | $20,000 | +185.7% | 466 | +100.0% | 0.01% | +180.0% |
| Q4 2021 | $7,000 | 0.0% | 233 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $7,000 | 0.0% | 233 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $7,000 | +16.7% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | -58.3% | 233 | -18.5% | 0.01% | -37.5% |
| Q3 2018 | $12,000 | 0.0% | 286 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $12,000 | +9.1% | 286 | 0.0% | 0.01% | +12.5% |
| Q1 2018 | $11,000 | -31.2% | 286 | -26.9% | 0.01% | -33.3% |
| Q4 2017 | $16,000 | – | 391 | – | 0.01% | – |
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% |