ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
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 | 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% |