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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,390,000 | +29.3% | 33,959 | -4.9% | 0.88% | +19.8% |
| Q4 2021 | $1,075,000 | +13.0% | 35,711 | +6.1% | 0.74% | +1.8% |
| Q3 2021 | $951,000 | -6.0% | 33,646 | -3.3% | 0.72% | -7.8% |
| Q2 2021 | $1,012,000 | +26.3% | 34,785 | +13.9% | 0.78% | +9.2% |
| Q1 2021 | $801,000 | +59.6% | 30,547 | +23.1% | 0.72% | +51.1% |
| Q4 2020 | $502,000 | – | 24,822 | – | 0.48% | – |
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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% |