ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $347,662 | +0.0% | 7,330 | -9.7% | 0.08% | +7.7% |
Q2 2023 | $347,561 | -2.1% | 8,113 | 0.0% | 0.08% | -8.2% |
Q1 2023 | $354,944 | -11.7% | 8,113 | -6.2% | 0.08% | -14.1% |
Q4 2022 | $401,999 | +20.0% | 8,647 | +1.6% | 0.10% | +13.8% |
Q3 2022 | $335,000 | -5.9% | 8,511 | -8.9% | 0.09% | +33.8% |
Q2 2022 | $356,000 | +1171.4% | 9,343 | +774.0% | 0.06% | +983.3% |
Q1 2021 | $28,000 | – | 1,069 | – | 0.01% | – |
Download |
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% |