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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,942 | -1.5% | 5,274 | +0.6% | 0.03% | -11.1% |
| Q1 2023 | $229,393 | -31.1% | 5,243 | -26.8% | 0.04% | -41.9% |
| Q4 2022 | $332,923 | +17.6% | 7,162 | -0.6% | 0.06% | +17.0% |
| Q3 2022 | $283,000 | -12.9% | 7,206 | -15.5% | 0.05% | -17.2% |
| Q2 2022 | $325,000 | -33.1% | 8,530 | -28.2% | 0.06% | -15.8% |
| Q1 2022 | $486,000 | +48500.0% | 11,885 | +12960.4% | 0.08% | – |
| Q1 2020 | $1,000 | -94.7% | 91 | -85.0% | 0.00% | -100.0% |
| Q4 2019 | $19,000 | – | 607 | – | 0.01% | – |
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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% |