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 | $137,964 | -33.5% | 3,220 | -33.5% | 0.03% | -28.9% |
| Q2 2023 | $207,365 | +0.1% | 4,840 | +2.2% | 0.04% | -10.0% |
| Q1 2023 | $207,196 | -2.9% | 4,736 | +3.2% | 0.05% | -3.8% |
| Q4 2022 | $213,353 | +9.4% | 4,589 | -7.4% | 0.05% | +2.0% |
| Q3 2022 | $195,000 | -4.4% | 4,957 | -6.0% | 0.05% | +2.0% |
| Q2 2022 | $204,000 | -16.4% | 5,273 | -11.6% | 0.05% | +2.0% |
| Q1 2022 | $244,000 | +617.6% | 5,966 | +457.6% | 0.05% | +444.4% |
| Q4 2019 | $34,000 | -37.0% | 1,070 | -35.9% | 0.01% | -40.0% |
| Q3 2019 | $54,000 | -38.6% | 1,670 | -35.0% | 0.02% | -37.5% |
| Q2 2019 | $88,000 | -15.4% | 2,570 | -10.1% | 0.02% | -48.9% |
| Q1 2019 | $104,000 | – | 2,860 | – | 0.05% | – |
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% |