ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $311,129 | -14.5% | 6,692 | -27.7% | 0.03% | -18.4% |
Q3 2022 | $364,000 | -64.7% | 9,261 | -65.8% | 0.04% | -63.8% |
Q2 2022 | $1,032,000 | -44.0% | 27,085 | -39.9% | 0.10% | -34.4% |
Q1 2022 | $1,844,000 | +22.9% | 45,064 | -9.6% | 0.16% | +14.3% |
Q4 2021 | $1,501,000 | -42.5% | 49,854 | -46.1% | 0.14% | -48.3% |
Q3 2021 | $2,612,000 | +52.2% | 92,434 | +56.7% | 0.27% | +47.3% |
Q2 2021 | $1,716,000 | +27.7% | 58,992 | +15.1% | 0.18% | +15.7% |
Q1 2021 | $1,344,000 | – | 51,254 | – | 0.16% | – |
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% |