ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $287,219 | -14.4% | 6,565 | -9.0% | 0.05% | -21.3% |
| Q4 2022 | $335,379 | -34.0% | 7,214 | -44.1% | 0.06% | -50.8% |
| Q3 2022 | $508,000 | +0.6% | 12,916 | -2.5% | 0.12% | +11.7% |
| Q2 2022 | $505,000 | -7.8% | 13,251 | -1.1% | 0.11% | -1.8% |
| Q1 2022 | $548,000 | -81.5% | 13,403 | -86.4% | 0.11% | -82.1% |
| Q4 2021 | $2,958,000 | -63.7% | 98,288 | -65.9% | 0.63% | -69.6% |
| Q3 2021 | $8,155,000 | +2.2% | 288,554 | +5.2% | 2.08% | -4.5% |
| Q2 2021 | $7,976,000 | – | 274,185 | – | 2.18% | – |
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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% |