ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41 | +10.8% | 864 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $37 | -2.6% | 864 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38 | -5.0% | 864 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $40 | -99.9% | 864 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $34,000 | +3.0% | 864 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $33,000 | -5.7% | 864 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $35,000 | +34.6% | 864 | 0.0% | 0.01% | +44.4% |
| Q4 2021 | $26,000 | +8.3% | 864 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | +242.9% | 864 | +244.2% | 0.01% | +200.0% |
| Q2 2021 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $7,000 | +40.0% | 251 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $5,000 | 0.0% | 251 | -15.5% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 297 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $6,000 | +20.0% | 297 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -50.0% | 297 | 0.0% | 0.00% | -42.9% |
| Q4 2019 | $10,000 | +11.1% | 297 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 297 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $10,000 | -9.1% | 297 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $11,000 | – | 297 | – | 0.01% | – |
Download | ||||||
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% |