ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 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% | – |
Download |
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% |