ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,174 | +5.1% | 4,463 | -5.7% | 0.03% | +3.2% |
| Q2 2023 | $202,858 | -41.1% | 4,735 | -39.9% | 0.03% | -44.6% |
| Q1 2023 | $344,511 | -64.8% | 7,875 | -62.6% | 0.06% | -70.1% |
| Q4 2022 | $978,398 | +9.2% | 21,045 | -7.7% | 0.19% | +5.1% |
| Q3 2022 | $896,000 | -33.7% | 22,798 | -35.7% | 0.18% | -33.6% |
| Q2 2022 | $1,351,000 | -44.6% | 35,453 | -40.5% | 0.27% | -31.5% |
| Q1 2022 | $2,439,000 | +33.1% | 59,601 | -2.1% | 0.39% | +28.2% |
| Q4 2021 | $1,832,000 | +13.3% | 60,874 | +6.4% | 0.30% | -29.6% |
| Q3 2021 | $1,617,000 | -49.8% | 57,223 | -48.3% | 0.43% | -14.3% |
| Q2 2021 | $3,223,000 | +28.7% | 110,787 | +16.1% | 0.50% | +12.2% |
| Q1 2021 | $2,504,000 | – | 95,448 | – | 0.45% | – |
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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% |