ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $679,870 | +1.3% | 14,624 | -14.4% | 0.41% | -6.2% |
| Q3 2022 | $671,000 | -77.3% | 17,079 | -76.4% | 0.44% | -72.9% |
| Q1 2022 | $2,957,000 | +23.7% | 72,254 | -9.0% | 1.62% | +27.2% |
| Q4 2021 | $2,391,000 | -2.4% | 79,429 | -8.4% | 1.27% | -10.8% |
| Q3 2021 | $2,451,000 | -25.4% | 86,740 | -23.2% | 1.42% | -26.4% |
| Q2 2021 | $3,285,000 | +36.9% | 112,916 | +23.5% | 1.93% | +17.9% |
| Q1 2021 | $2,399,000 | – | 91,453 | – | 1.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |