ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $580,521 | -7.3% | 12,487 | -21.6% | 0.15% | -8.1% |
| Q3 2022 | $626,000 | -77.1% | 15,921 | -77.8% | 0.16% | -76.9% |
| Q2 2022 | $2,737,000 | -50.4% | 71,807 | -46.7% | 0.69% | -45.9% |
| Q1 2022 | $5,516,000 | -1.0% | 134,806 | -27.2% | 1.28% | +2.4% |
| Q4 2021 | $5,574,000 | +0.7% | 185,179 | -5.4% | 1.25% | -7.8% |
| Q3 2021 | $5,533,000 | -2.2% | 195,782 | +0.7% | 1.35% | -5.3% |
| Q2 2021 | $5,656,000 | +18.5% | 194,445 | +6.9% | 1.43% | +6.5% |
| Q1 2021 | $4,771,000 | – | 181,885 | – | 1.34% | – |
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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% |