ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 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 | 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% |