ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 189 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,354 | +3.6% | 4,413 | +1.5% | 0.08% | -1.2% |
| Q4 2022 | $202,174 | +33.0% | 4,348 | -19.3% | 0.09% | +56.4% |
| Q3 2021 | $152,000 | -41.8% | 5,390 | -33.7% | 0.06% | -56.7% |
| Q4 2019 | $261,000 | -33.9% | 8,128 | -34.7% | 0.13% | -41.2% |
| Q3 2019 | $395,000 | +3.9% | 12,452 | +12.6% | 0.22% | +0.5% |
| Q2 2019 | $380,000 | -3.8% | 11,058 | +0.8% | 0.22% | -7.7% |
| Q1 2019 | $395,000 | +16.5% | 10,971 | +0.7% | 0.23% | +5.9% |
| Q4 2018 | $339,000 | – | 10,890 | – | 0.22% | – |
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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% |