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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,494 | +31.9% | 6,457 | +40.2% | 0.01% | +20.0% |
| Q4 2022 | $214,173 | -23.8% | 4,606 | -37.5% | 0.01% | -37.5% |
| Q2 2022 | $281,000 | -20.8% | 7,374 | -15.1% | 0.02% | -20.0% |
| Q1 2022 | $355,000 | +46.1% | 8,686 | +7.6% | 0.02% | +42.9% |
| Q4 2021 | $243,000 | +18.0% | 8,071 | +10.7% | 0.01% | 0.0% |
| Q3 2021 | $206,000 | -4.2% | 7,293 | -1.2% | 0.01% | -6.7% |
| Q2 2021 | $215,000 | – | 7,383 | – | 0.02% | – |
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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% |