ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,240 | +10.7% | 743 | 0.0% | 0.02% | +15.4% |
| Q2 2023 | $31,830 | -2.1% | 743 | 0.0% | 0.01% | -18.8% |
| Q1 2023 | $32,506 | -5.9% | 743 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $34,542 | -17.8% | 743 | -29.6% | 0.02% | -23.8% |
| Q3 2022 | $42,000 | -76.0% | 1,056 | -77.0% | 0.02% | -76.4% |
| Q2 2022 | $175,000 | +191.7% | 4,592 | +211.1% | 0.09% | +229.6% |
| Q1 2022 | $60,000 | +39.5% | 1,476 | +2.3% | 0.03% | +58.8% |
| Q4 2021 | $43,000 | +22.9% | 1,443 | +16.1% | 0.02% | +6.2% |
| Q3 2021 | $35,000 | +59.1% | 1,243 | +65.7% | 0.02% | +60.0% |
| Q2 2021 | $22,000 | +144.4% | 750 | +150.0% | 0.01% | +150.0% |
| Q1 2021 | $9,000 | +50.0% | 300 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $6,000 | +20.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | – | 300 | – | 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% |