ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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% | – |
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% |