ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,336 | +79.8% | 87,371 | +119.0% | 0.08% | -18.6% |
| Q4 2022 | $1,855 | -99.9% | 39,896 | -19.4% | 0.10% | -12.8% |
| Q3 2022 | $1,947,000 | -66.0% | 49,516 | -67.0% | 0.12% | -62.3% |
| Q2 2022 | $5,727,000 | -44.7% | 150,231 | -40.7% | 0.31% | -42.3% |
| Q1 2022 | $10,361,000 | +18.4% | 253,195 | -12.9% | 0.54% | +24.3% |
| Q4 2021 | $8,751,000 | +23.5% | 290,724 | +16.4% | 0.43% | +3.8% |
| Q3 2021 | $7,083,000 | +14.3% | 249,797 | +17.2% | 0.42% | +8.6% |
| Q2 2021 | $6,198,000 | – | 213,067 | – | 0.38% | – |
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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% |