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 | $3,036 | +10.7% | 64 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $2,743 | -2.0% | 64 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $2,799 | -90.3% | 64 | -89.7% | 0.00% | -90.0% |
Q4 2022 | $28,974 | -88.4% | 623 | -90.2% | 0.01% | -89.5% |
Q3 2022 | $249,000 | -8.1% | 6,345 | -10.7% | 0.10% | -2.1% |
Q2 2022 | $271,000 | -9.4% | 7,109 | -2.6% | 0.10% | +2.1% |
Q1 2022 | $299,000 | +27.2% | 7,300 | -6.5% | 0.10% | +30.1% |
Q4 2021 | $235,000 | -21.4% | 7,811 | -26.2% | 0.07% | -27.0% |
Q3 2021 | $299,000 | +2.4% | 10,581 | +5.5% | 0.10% | +6.4% |
Q2 2021 | $292,000 | – | 10,025 | – | 0.09% | – |
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% |