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 | $367,181 | -32.5% | 7,742 | -39.0% | 0.01% | -30.0% |
| Q2 2023 | $544,138 | -11.8% | 12,702 | -9.9% | 0.02% | -16.7% |
| Q1 2023 | $616,796 | +26013.3% | 14,098 | -72.3% | 0.02% | -82.0% |
| Q4 2022 | $2,362 | -99.9% | 50,809 | +8.0% | 0.13% | +18.8% |
| Q3 2022 | $1,849,000 | -57.6% | 47,036 | -58.9% | 0.11% | -37.8% |
| Q2 2022 | $4,361,000 | -54.4% | 114,392 | -50.0% | 0.18% | -29.7% |
| Q1 2022 | $9,554,000 | +34.1% | 228,893 | -3.3% | 0.26% | +62.0% |
| Q4 2021 | $7,123,000 | +8.6% | 236,655 | +2.3% | 0.16% | -9.2% |
| Q3 2021 | $6,561,000 | -0.4% | 231,237 | +2.1% | 0.17% | -2.2% |
| Q2 2021 | $6,586,000 | +3260.2% | 226,385 | +2927.3% | 0.18% | +3460.0% |
| Q1 2021 | $196,000 | – | 7,478 | – | 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% |