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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $499,822 | +28.7% | 10,538 | +16.3% | 0.02% | +31.6% |
Q2 2023 | $388,215 | -64.8% | 9,062 | -64.0% | 0.02% | -72.1% |
Q1 2023 | $1,102,325 | -21.4% | 25,196 | -16.5% | 0.07% | -32.0% |
Q4 2022 | $1,402,854 | +230.1% | 30,175 | +178.9% | 0.10% | +185.7% |
Q3 2022 | $425,000 | -52.4% | 10,818 | -53.8% | 0.04% | -52.7% |
Q2 2022 | $893,000 | -32.6% | 23,424 | -27.6% | 0.07% | -21.3% |
Q1 2022 | $1,324,000 | +32.8% | 32,363 | -2.3% | 0.09% | +27.0% |
Q4 2021 | $997,000 | – | 33,115 | – | 0.07% | – |
Download |
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% |