ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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% | – |
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% |