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 | 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% |