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% | – |
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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% |