ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,038,129 | +947.4% | 105,487 | +734.7% | 0.34% | +655.6% |
| Q2 2022 | $481,000 | -58.6% | 12,637 | -55.5% | 0.04% | -54.1% |
| Q1 2022 | $1,162,000 | +66.5% | 28,420 | +22.4% | 0.10% | +66.1% |
| Q4 2021 | $698,000 | +9.7% | 23,217 | +3.0% | 0.06% | -18.1% |
| Q3 2021 | $636,000 | -45.0% | 22,536 | -43.4% | 0.07% | -48.2% |
| Q2 2021 | $1,157,000 | +110.7% | 39,801 | +90.1% | 0.14% | +58.0% |
| Q1 2021 | $549,000 | – | 20,940 | – | 0.09% | – |
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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% |