ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,288 | -5.6% | 120 | +1.7% | 0.00% | 0.0% |
| Q3 2023 | $5,600 | +10.7% | 118 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,058 | -1.5% | 118 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $5,135 | -5.1% | 117 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $5,409 | +35.2% | 116 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $4,000 | -20.0% | 114 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $5,000 | +66.7% | 114 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $3,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 114 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 114 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | +100.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -66.7% | 114 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $3,000 | 0.0% | 114 | 0.0% | 0.00% | +100.0% |
| Q3 2019 | $3,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | -62.5% | 114 | -3.4% | 0.00% | -50.0% |
| Q1 2019 | $8,000 | +166.7% | 118 | +3.5% | 0.00% | +100.0% |
| Q4 2018 | $3,000 | -25.0% | 114 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -42.9% | 114 | -38.0% | 0.00% | -50.0% |
| Q1 2017 | $7,000 | – | 184 | – | 0.00% | – |
Download | ||||||
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% |