ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,040 | -10.0% | 4,576 | -18.7% | 0.09% | -8.5% |
| Q2 2023 | $241,146 | -8.0% | 5,629 | -6.1% | 0.09% | -13.8% |
| Q1 2023 | $262,194 | -47.7% | 5,993 | -44.4% | 0.11% | -52.2% |
| Q4 2022 | $501,302 | -0.7% | 10,783 | -16.1% | 0.23% | -13.3% |
| Q3 2022 | $505,000 | -32.8% | 12,855 | -34.7% | 0.26% | -22.4% |
| Q2 2022 | $751,000 | -25.4% | 19,693 | -20.0% | 0.34% | -17.3% |
| Q1 2022 | $1,007,000 | +50.5% | 24,608 | +10.8% | 0.41% | +33.1% |
| Q4 2021 | $669,000 | +20.8% | 22,211 | +13.3% | 0.31% | +8.5% |
| Q3 2021 | $554,000 | +6.7% | 19,611 | +9.9% | 0.28% | +6.4% |
| Q2 2021 | $519,000 | – | 17,840 | – | 0.27% | – |
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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% |