ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 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 | $144,662 | +10.7% | 3,050 | 0.0% | 0.04% | +15.2% |
| Q2 2023 | $130,662 | -2.1% | 3,050 | 0.0% | 0.03% | -5.7% |
| Q1 2023 | $133,438 | -5.9% | 3,050 | 0.0% | 0.04% | -7.9% |
| Q4 2022 | $141,795 | +18.2% | 3,050 | 0.0% | 0.04% | +2.7% |
| Q3 2022 | $120,000 | +3.4% | 3,050 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $116,000 | -7.2% | 3,050 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $125,000 | +35.9% | 3,050 | 0.0% | 0.04% | +25.0% |
| Q4 2021 | $92,000 | +7.0% | 3,050 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $86,000 | -3.4% | 3,050 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $89,000 | +11.2% | 3,050 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $80,000 | +29.0% | 3,050 | 0.0% | 0.03% | +25.0% |
| Q4 2020 | $62,000 | +31.9% | 3,050 | +2.9% | 0.02% | +4.3% |
| Q3 2020 | $47,000 | -13.0% | 2,965 | +9.4% | 0.02% | -14.8% |
| Q2 2020 | $54,000 | +1700.0% | 2,709 | +1503.0% | 0.03% | +1250.0% |
| Q1 2020 | $3,000 | – | 169 | – | 0.00% | – |
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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% |