ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,558 | +6.4% | 11,102 | -3.9% | 0.20% | -15.8% |
| Q2 2023 | $494,707 | -4.0% | 11,548 | -2.0% | 0.23% | +12.5% |
| Q1 2023 | $515,275 | -7.6% | 11,778 | -1.8% | 0.21% | -10.7% |
| Q4 2022 | $557,364 | +11.9% | 11,989 | -5.5% | 0.23% | -0.4% |
| Q3 2022 | $498,000 | +3.1% | 12,690 | +0.1% | 0.23% | +4.0% |
| Q2 2022 | $483,000 | -6.8% | 12,673 | +0.1% | 0.22% | +2.7% |
| Q1 2022 | $518,000 | +15.4% | 12,662 | -15.2% | 0.22% | +22.3% |
| Q4 2021 | $449,000 | +25.8% | 14,929 | +18.1% | 0.18% | +9.1% |
| Q3 2021 | $357,000 | -2.7% | 12,638 | +0.1% | 0.16% | -1.2% |
| Q2 2021 | $367,000 | +10.9% | 12,624 | +0.1% | 0.17% | -31.4% |
| Q1 2021 | $331,000 | +3.4% | 12,616 | -20.2% | 0.24% | +40.7% |
| Q4 2020 | $320,000 | – | 15,803 | – | 0.17% | – |
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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% |