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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $272,455 | +2.0% | 5,861 | -13.6% | 0.03% | -11.4% |
| Q3 2022 | $267,000 | -59.5% | 6,782 | -60.9% | 0.04% | -57.8% |
| Q2 2022 | $660,000 | -46.9% | 17,327 | -42.9% | 0.08% | -38.5% |
| Q1 2022 | $1,242,000 | +40.8% | 30,359 | +3.6% | 0.14% | +46.7% |
| Q4 2021 | $882,000 | -10.2% | 29,299 | -15.7% | 0.09% | -18.6% |
| Q3 2021 | $982,000 | -21.9% | 34,747 | -19.6% | 0.11% | -25.7% |
| Q2 2021 | $1,257,000 | +33.9% | 43,213 | +20.7% | 0.15% | +23.6% |
| Q1 2021 | $939,000 | – | 35,791 | – | 0.12% | – |
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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% |