ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,334 | -4.3% | 22,398 | -13.6% | 0.02% | 0.0% |
| Q2 2023 | $1,109,942 | +75560.7% | 25,909 | -22.7% | 0.02% | -36.7% |
| Q1 2023 | $1,467 | -50.4% | 33,537 | -47.3% | 0.03% | -62.5% |
| Q4 2022 | $2,957 | -99.9% | 63,605 | +0.5% | 0.08% | 0.0% |
| Q3 2022 | $2,489,000 | +13.1% | 63,307 | +9.6% | 0.08% | +15.9% |
| Q2 2022 | $2,201,000 | -29.7% | 57,746 | -24.5% | 0.07% | -28.1% |
| Q1 2022 | $3,129,000 | +31.5% | 76,473 | -3.3% | 0.10% | +35.2% |
| Q4 2021 | $2,380,000 | -61.9% | 79,084 | -64.2% | 0.07% | -65.0% |
| Q3 2021 | $6,239,000 | -18.3% | 220,770 | -15.9% | 0.20% | -25.1% |
| Q2 2021 | $7,636,000 | +399.4% | 262,491 | +350.2% | 0.27% | +330.2% |
| Q1 2021 | $1,529,000 | – | 58,311 | – | 0.06% | – |
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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% |