ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,364 | -11.6% | 8,044 | -21.5% | 0.05% | -10.2% |
| Q2 2023 | $439,239 | -21.0% | 10,253 | -19.3% | 0.06% | -27.2% |
| Q1 2023 | $556,150 | -20.1% | 12,712 | -15.1% | 0.08% | +12.5% |
| Q4 2022 | $696,095 | +16.2% | 14,973 | -1.7% | 0.07% | -44.2% |
| Q3 2022 | $599,000 | +0.2% | 15,239 | -2.8% | 0.13% | +138.9% |
| Q2 2022 | $598,000 | -5.7% | 15,675 | +1.2% | 0.05% | -52.6% |
| Q1 2022 | $634,000 | +3862.5% | 15,483 | +1869.8% | 0.11% | +11300.0% |
| Q1 2021 | $16,000 | 0.0% | 786 | 0.0% | 0.00% | -66.7% |
| Q4 2020 | $16,000 | – | 786 | – | 0.00% | – |
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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% |