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 | $352,168 | +6.3% | 7,425 | -4.0% | 0.03% | -15.4% |
| Q2 2023 | $331,177 | +0.5% | 7,731 | +2.7% | 0.04% | 0.0% |
| Q1 2023 | $329,422 | -11.6% | 7,530 | -6.0% | 0.04% | -20.4% |
| Q4 2022 | $372,478 | +20.9% | 8,012 | +2.4% | 0.05% | +4.3% |
| Q3 2022 | $308,000 | +10.4% | 7,824 | +6.8% | 0.05% | +11.9% |
| Q2 2022 | $279,000 | -4.8% | 7,324 | +2.4% | 0.04% | +10.5% |
| Q1 2022 | $293,000 | +551.1% | 7,153 | +346.2% | 0.04% | +533.3% |
| Q3 2021 | $45,000 | -32.8% | 1,603 | -30.6% | 0.01% | -25.0% |
| Q2 2021 | $67,000 | +191.3% | 2,311 | +159.7% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | +666.7% | 890 | +394.4% | 0.00% | +300.0% |
| Q4 2020 | $3,000 | -99.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,912,000 | -16.8% | 180 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $3,502,000 | +1103.4% | 180 | +1700.0% | 0.00% | – |
| Q4 2019 | $291,000 | – | 10 | – | 0.00% | – |
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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% |