ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
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 | 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% |