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 | $2,208,957 | -51.2% | 46,573 | -56.0% | 0.02% | -51.1% |
| Q2 2023 | $4,529,859 | -38.9% | 105,739 | -37.6% | 0.04% | -43.8% |
| Q1 2023 | $7,408,803 | -46.9% | 169,344 | -43.6% | 0.08% | -35.5% |
| Q4 2022 | $13,955,136 | -99.9% | 300,175 | -53.3% | 0.12% | -8.1% |
| Q3 2022 | $12,658,646,000 | +91795.8% | 643,412 | +78.1% | 0.14% | -4.9% |
| Q2 2022 | $13,775,000 | -21.9% | 361,364 | -16.2% | 0.14% | -22.8% |
| Q1 2022 | $17,646,000 | +93.5% | 431,236 | +42.4% | 0.18% | +100.0% |
| Q4 2021 | $9,118,000 | +3.5% | 302,924 | -2.8% | 0.09% | +4.5% |
| Q3 2021 | $8,809,000 | -6.2% | 311,704 | -3.4% | 0.09% | -17.8% |
| Q2 2021 | $9,387,000 | +168.8% | 322,683 | +142.4% | 0.11% | +143.2% |
| Q1 2021 | $3,492,000 | – | 133,138 | – | 0.04% | – |
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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% |