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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $636,254 | +32.6% | 13,686 | +12.1% | 0.02% | +15.8% |
| Q3 2022 | $480,000 | -62.5% | 12,214 | -63.6% | 0.02% | -62.7% |
| Q2 2022 | $1,280,000 | -27.0% | 33,585 | -21.6% | 0.05% | -17.7% |
| Q1 2022 | $1,754,000 | +101.4% | 42,852 | +48.0% | 0.06% | +113.8% |
| Q4 2021 | $871,000 | +10.0% | 28,945 | +3.2% | 0.03% | 0.0% |
| Q3 2021 | $792,000 | +238.5% | 28,037 | +249.1% | 0.03% | +222.2% |
| Q2 2021 | $234,000 | +11600.0% | 8,032 | +8354.7% | 0.01% | – |
| Q2 2020 | $2,000 | +100.0% | 95 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 95 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | – | 95 | – | 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% |