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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $412,738 | -9.0% | 9,434 | -3.3% | 0.05% | -14.8% |
| Q4 2022 | $453,556 | -2.0% | 9,756 | -17.2% | 0.06% | -9.0% |
| Q3 2022 | $463,000 | -54.6% | 11,788 | -56.0% | 0.07% | -56.5% |
| Q2 2022 | $1,020,000 | -39.9% | 26,765 | -35.5% | 0.15% | -37.1% |
| Q1 2022 | $1,697,000 | +170.7% | 41,468 | +99.1% | 0.24% | +191.7% |
| Q4 2021 | $627,000 | +45.8% | 20,826 | +36.8% | 0.08% | +42.4% |
| Q3 2021 | $430,000 | +489.0% | 15,227 | +509.6% | 0.06% | +436.4% |
| Q2 2021 | $73,000 | +43.1% | 2,498 | +28.0% | 0.01% | +57.1% |
| Q1 2021 | $51,000 | – | 1,951 | – | 0.01% | – |
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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% |