ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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 | 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% |