ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,890 | +68.0% | 3,350 | +54.9% | 0.00% | – |
| Q1 2023 | $94,588 | -74.0% | 2,162 | -72.4% | 0.00% | -100.0% |
| Q4 2022 | $364,017 | -68.8% | 7,830 | -73.6% | 0.00% | -71.4% |
| Q3 2022 | $1,165,000 | +1009.5% | 29,635 | +971.4% | 0.01% | +600.0% |
| Q2 2022 | $105,000 | +650.0% | 2,766 | +715.9% | 0.00% | – |
| Q1 2022 | $14,000 | -99.2% | 339 | -99.4% | 0.00% | -100.0% |
| Q4 2021 | $1,661,000 | +404.9% | 55,167 | +373.2% | 0.01% | +225.0% |
| Q3 2021 | $329,000 | +2430.8% | 11,659 | +2549.8% | 0.00% | – |
| Q2 2021 | $13,000 | – | 440 | – | 0.00% | – |
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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% |