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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,422 | +10.7% | 2,518 | 0.0% | 0.03% | +20.0% |
| Q2 2023 | $107,865 | -1.6% | 2,518 | +0.5% | 0.02% | -7.4% |
| Q1 2023 | $109,645 | -5.2% | 2,506 | +0.7% | 0.03% | -12.9% |
| Q4 2022 | $115,715 | +8.1% | 2,489 | -9.3% | 0.03% | -3.1% |
| Q3 2022 | $107,000 | +2.9% | 2,745 | 0.0% | 0.03% | +3.2% |
| Q2 2022 | $104,000 | -6.3% | 2,745 | +0.7% | 0.03% | +14.8% |
| Q1 2022 | $111,000 | +44.2% | 2,727 | +5.3% | 0.03% | +42.1% |
| Q4 2021 | $77,000 | +6.9% | 2,590 | +1.6% | 0.02% | +5.6% |
| Q3 2021 | $72,000 | -2.7% | 2,549 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $74,000 | +25.4% | 2,549 | +12.0% | 0.02% | +11.8% |
| Q1 2021 | $59,000 | +9.3% | 2,276 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $54,000 | – | 2,276 | – | 0.02% | – |
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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% |