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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $596,663 | -5.9% | 13,638 | 0.0% | 0.26% | -12.6% |
| Q4 2022 | $634,031 | +12.4% | 13,638 | -5.0% | 0.30% | +3.4% |
| Q3 2022 | $564,000 | +2.9% | 14,349 | -0.1% | 0.29% | +7.4% |
| Q2 2022 | $548,000 | -48.4% | 14,364 | -44.7% | 0.27% | -39.6% |
| Q1 2022 | $1,063,000 | +25.9% | 25,973 | -17.8% | 0.45% | +14.5% |
| Q2 2021 | $844,000 | -1.9% | 31,590 | -3.7% | 0.39% | -10.9% |
| Q1 2021 | $860,000 | -17.4% | 32,798 | -36.2% | 0.44% | -22.8% |
| Q4 2020 | $1,041,000 | +54.2% | 51,419 | +52.5% | 0.57% | +20.5% |
| Q2 2020 | $675,000 | – | 33,709 | – | 0.47% | – |
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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% |