ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,176 | -7.3% | 6,624 | -16.3% | 0.05% | +6.8% |
| Q2 2023 | $338,993 | -3.8% | 7,913 | -1.7% | 0.04% | -4.3% |
| Q1 2023 | $352,319 | -12.0% | 8,053 | -6.5% | 0.05% | -17.9% |
| Q4 2022 | $400,325 | +20.6% | 8,611 | +1.8% | 0.06% | +5.7% |
| Q3 2022 | $332,000 | +28.7% | 8,458 | +25.1% | 0.05% | +32.5% |
| Q2 2022 | $258,000 | -6.9% | 6,760 | 0.0% | 0.04% | +8.1% |
| Q1 2022 | $277,000 | +36.5% | 6,760 | 0.0% | 0.04% | +37.0% |
| Q4 2021 | $203,000 | – | 6,760 | – | 0.03% | – |
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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% |