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 | 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% |