ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,271 | -22.3% | 4,292 | -30.4% | 0.04% | 0.0% |
| Q2 2023 | $264,066 | -26.1% | 6,164 | -24.6% | 0.04% | -37.9% |
| Q1 2023 | $357,481 | -70.0% | 8,171 | -68.1% | 0.06% | -72.2% |
| Q4 2022 | $1,189,633 | +23.4% | 25,589 | +4.3% | 0.21% | +12.4% |
| Q3 2022 | $964,000 | +2.4% | 24,526 | -0.6% | 0.19% | +3.3% |
| Q2 2022 | $941,000 | -41.2% | 24,685 | -36.9% | 0.18% | -32.1% |
| Q1 2022 | $1,600,000 | +56.1% | 39,112 | +14.9% | 0.26% | +44.8% |
| Q4 2021 | $1,025,000 | -2.4% | 34,051 | -8.4% | 0.18% | -11.6% |
| Q3 2021 | $1,050,000 | -36.2% | 37,158 | -34.3% | 0.21% | -12.7% |
| Q2 2021 | $1,645,000 | +111.7% | 56,546 | +90.8% | 0.24% | +95.9% |
| Q1 2021 | $777,000 | – | 29,635 | – | 0.12% | – |
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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% |