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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |