ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $319,676 | -91.9% | 7,307 | -91.4% | 0.04% | -92.1% |
| Q4 2022 | $3,954,675 | +7.0% | 85,065 | -9.5% | 0.51% | -3.4% |
| Q3 2022 | $3,696,000 | -31.6% | 94,029 | -33.7% | 0.53% | -28.5% |
| Q2 2022 | $5,404,000 | -47.5% | 141,761 | -43.6% | 0.74% | -46.0% |
| Q1 2022 | $10,293,000 | +21.4% | 251,521 | -10.7% | 1.37% | +29.6% |
| Q4 2021 | $8,478,000 | +1.5% | 281,675 | -4.7% | 1.05% | -9.0% |
| Q3 2021 | $8,349,000 | -17.6% | 295,433 | -15.1% | 1.16% | -19.2% |
| Q2 2021 | $10,128,000 | – | 348,163 | – | 1.43% | – |
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% |