ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540,749 | +6.0% | 11,401 | -4.3% | 0.14% | +6.2% |
Q2 2023 | $510,267 | -8.5% | 11,911 | -6.5% | 0.13% | -11.0% |
Q1 2023 | $557,375 | -64.6% | 12,740 | -62.4% | 0.15% | -68.0% |
Q4 2022 | $1,573,265 | -1.4% | 33,841 | -16.6% | 0.46% | -9.9% |
Q3 2022 | $1,595,000 | -62.7% | 40,573 | -63.9% | 0.51% | -61.8% |
Q2 2022 | $4,280,000 | -41.8% | 112,277 | -37.5% | 1.32% | -49.2% |
Q1 2022 | $7,349,000 | +28.5% | 179,590 | -5.4% | 2.60% | +39.8% |
Q4 2021 | $5,717,000 | +22.7% | 189,938 | +15.2% | 1.86% | +0.9% |
Q3 2021 | $4,660,000 | +22.2% | 164,886 | +25.8% | 1.85% | +10.2% |
Q2 2021 | $3,813,000 | +1142.0% | 131,092 | +1021.5% | 1.68% | +820.9% |
Q1 2021 | $307,000 | – | 11,689 | – | 0.18% | – |
Download |
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% |