ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $14,229,000 | 3.48% |
| Dentgroup LLC | 74,336 | $3,525,757 | 2.60% |
| PGIM Custom Harvest LLC | 1,446,210 | $68,593,734 | 2.53% |
| Bellwether Advisors, LLC | 193,319 | $9,169,120 | 2.50% |
| First Citizens Financial Corp | 56,132 | $2,662,341 | 1.88% |
| TCWP LLC | 50,492 | $2,394,836 | 1.82% |
| FORTE ASSET MANAGEMENT LLC | 48,351 | $2,309,322 | 1.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,100 | $1,569,939 | 1.47% |
| Foundation Wealth Management, LLC | 24,960 | $1,183,850 | 1.18% |
| Ballew Advisors, Inc | 24,805 | $1,113,740 | 0.92% |