ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,537 | +10.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,711 | -2.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,875 | -5.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,368 | +19.5% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -76.7% | 180 | -75.5% | 0.00% | -77.8% |
| Q1 2022 | $30,000 | +36.4% | 735 | 0.0% | 0.01% | +28.6% |
| Q4 2021 | $22,000 | +100.0% | 735 | +101.9% | 0.01% | +75.0% |
| Q3 2021 | $11,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 364 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | +33.3% | 364 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -25.0% | 364 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $8,000 | +33.3% | 364 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -73.9% | 364 | -48.1% | 0.00% | -73.3% |
| Q4 2019 | $23,000 | – | 702 | – | 0.02% | – |
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% |