ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,498 | -97.9% | 5,383 | -97.8% | 0.01% | -98.2% |
| Q4 2022 | $11,315,540 | +19.3% | 243,397 | +0.8% | 0.45% | +8.7% |
| Q3 2022 | $9,488,000 | -10.1% | 241,367 | -16.8% | 0.41% | -6.1% |
| Q2 2022 | $10,555,000 | +23.7% | 289,969 | +44.4% | 0.44% | +33.6% |
| Q1 2022 | $8,530,000 | +74.7% | 200,851 | +39.6% | 0.33% | +79.3% |
| Q4 2021 | $4,882,000 | +27.9% | 143,884 | +12.0% | 0.18% | +10.2% |
| Q3 2021 | $3,816,000 | +19.0% | 128,517 | +14.4% | 0.17% | +8.4% |
| Q2 2021 | $3,208,000 | +136.4% | 112,299 | +118.0% | 0.15% | +97.4% |
| Q1 2021 | $1,357,000 | – | 51,523 | – | 0.08% | – |
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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% |