Aspire Private Capital, LLC - ISHARES TR ownership

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
Aspire Private Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,036
+10.7%
640.0%0.00%0.0%
Q2 2023$2,743
-2.0%
640.0%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$292,00010,0250.09%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders