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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $272,864 | -5.8% | 6,237 | +0.1% | 0.13% | -18.2% |
| Q4 2022 | $289,608 | +18.7% | 6,229 | +0.3% | 0.15% | +4.8% |
| Q3 2022 | $244,000 | +3.0% | 6,212 | 0.0% | 0.15% | +3.5% |
| Q2 2022 | $237,000 | -6.7% | 6,212 | +0.1% | 0.14% | +25.7% |
| Q1 2022 | $254,000 | +76.4% | 6,206 | +21.4% | 0.11% | +50.7% |
| Q3 2021 | $144,000 | -3.4% | 5,113 | 0.0% | 0.08% | -7.4% |
| Q2 2021 | $149,000 | +11.2% | 5,113 | 0.0% | 0.08% | +8.0% |
| Q1 2021 | $134,000 | +30.1% | 5,113 | 0.0% | 0.08% | +8.7% |
| Q4 2020 | $103,000 | +25.6% | 5,113 | -0.5% | 0.07% | +1.5% |
| Q3 2020 | $82,000 | -20.4% | 5,137 | 0.0% | 0.07% | -26.1% |
| Q2 2020 | $103,000 | – | 5,137 | – | 0.09% | – |
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% |