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 | $460,593 | +11.3% | 9,711 | +0.5% | 0.07% | +13.6% |
| Q2 2023 | $413,749 | -7.9% | 9,658 | -5.9% | 0.06% | -13.2% |
| Q1 2023 | $449,050 | +4.1% | 10,264 | +10.6% | 0.07% | -2.9% |
| Q4 2022 | $431,334 | +25.0% | 9,278 | +5.8% | 0.07% | +6.1% |
| Q3 2022 | $345,000 | -12.0% | 8,771 | -14.8% | 0.07% | -8.3% |
| Q2 2022 | $392,000 | -6.0% | 10,292 | +1.0% | 0.07% | +2.9% |
| Q1 2022 | $417,000 | +43.8% | 10,195 | +5.9% | 0.07% | +27.3% |
| Q4 2021 | $290,000 | +11.1% | 9,630 | +4.3% | 0.06% | 0.0% |
| Q3 2021 | $261,000 | -48.4% | 9,230 | -46.9% | 0.06% | -50.0% |
| Q2 2021 | $506,000 | +87.4% | 17,380 | +68.9% | 0.11% | +69.2% |
| Q1 2021 | $270,000 | – | 10,290 | – | 0.06% | – |
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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% |