ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $334,166 | -7.1% | 7,800 | -5.1% | 0.13% | -6.3% |
Q1 2023 | $359,593 | -19.9% | 8,219 | -14.8% | 0.14% | -23.5% |
Q4 2022 | $448,734 | +6.8% | 9,652 | -12.4% | 0.19% | +4.5% |
Q3 2022 | $420,000 | 0.0% | 11,018 | 0.0% | 0.18% | 0.0% |
Q2 2022 | $420,000 | +5.5% | 11,018 | +13.2% | 0.18% | +20.1% |
Q1 2022 | $398,000 | +1890.0% | 9,737 | +1398.0% | 0.15% | +893.3% |
Q4 2018 | $20,000 | – | 650 | – | 0.02% | – |
Download |
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% |