ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,283 | +9.6% | 6,816 | -1.0% | 0.15% | +11.5% |
| Q2 2023 | $295,082 | -2.1% | 6,888 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $301,350 | -5.9% | 6,888 | 0.0% | 0.13% | -9.2% |
| Q4 2022 | $320,223 | +7.8% | 6,888 | -8.8% | 0.14% | -0.7% |
| Q3 2022 | $297,000 | +3.1% | 7,551 | 0.0% | 0.14% | +8.3% |
| Q2 2022 | $288,000 | -12.7% | 7,551 | -6.5% | 0.13% | -2.9% |
| Q1 2022 | $330,000 | +16.2% | 8,074 | -14.3% | 0.14% | +23.6% |
| Q4 2021 | $284,000 | -11.2% | 9,425 | -16.8% | 0.11% | -15.4% |
| Q3 2021 | $320,000 | -3.3% | 11,323 | -0.4% | 0.13% | -4.4% |
| Q2 2021 | $331,000 | -4.9% | 11,373 | -14.3% | 0.14% | -11.7% |
| Q1 2021 | $348,000 | +13.0% | 13,276 | -12.7% | 0.15% | +6.9% |
| Q4 2020 | $308,000 | – | 15,213 | – | 0.14% | – |
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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% |