ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $520,306 | +30.4% | 11,192 | +10.2% | 0.04% | +26.7% |
| Q3 2022 | $399,000 | -84.3% | 10,156 | -84.7% | 0.03% | -83.5% |
| Q2 2022 | $2,536,000 | -56.6% | 66,514 | -53.4% | 0.18% | -44.8% |
| Q1 2022 | $5,837,000 | +33.7% | 142,654 | -1.6% | 0.33% | +33.6% |
| Q4 2021 | $4,365,000 | -1.0% | 145,006 | -7.1% | 0.25% | -15.1% |
| Q3 2021 | $4,410,000 | -11.1% | 156,041 | -8.4% | 0.29% | -15.9% |
| Q2 2021 | $4,958,000 | – | 170,427 | – | 0.35% | – |
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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% |