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 | $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 | 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% |