ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,194 | -1.5% | 75 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $3,243 | -83.4% | 74 | -85.1% | 0.00% | -83.3% |
| Q4 2022 | $19,537 | -2.3% | 497 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -48.7% | 497 | -52.0% | 0.01% | -45.5% |
| Q2 2022 | $39,000 | +129.4% | 1,035 | +143.5% | 0.01% | +175.0% |
| Q1 2022 | $17,000 | – | 425 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | -14.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 207 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | – | 207 | – | 0.00% | – |
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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% |