ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $689,270 | 0.0% | 16,123 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $689,270 | -29.8% | 16,123 | -28.2% | 0.12% | -26.7% |
| Q1 2023 | $981,536 | -20.4% | 22,456 | -15.3% | 0.16% | -14.4% |
| Q4 2022 | $1,233,256 | +206.8% | 26,527 | +159.4% | 0.19% | +198.4% |
| Q3 2022 | $402,000 | -55.9% | 10,225 | -57.3% | 0.06% | -55.9% |
| Q2 2022 | $912,000 | +235.3% | 23,922 | +260.3% | 0.14% | +232.6% |
| Q1 2022 | $272,000 | -19.5% | 6,639 | -40.8% | 0.04% | -14.0% |
| Q4 2021 | $338,000 | -74.8% | 11,216 | -64.9% | 0.05% | -82.3% |
| Q3 2018 | $1,341,000 | +111.5% | 31,966 | +111.4% | 0.28% | -8.1% |
| Q2 2018 | $634,000 | – | 15,118 | – | 0.31% | – |
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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% |