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 | $45,059 | +10.7% | 950 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,698 | -19.2% | 950 | -17.5% | 0.01% | -20.0% |
| Q1 2023 | $50,400 | +14.6% | 1,152 | +21.0% | 0.02% | +7.1% |
| Q4 2022 | $43,973 | -4.5% | 952 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $46,039 | +14.7% | 952 | -9.6% | 0.02% | +15.4% |
| Q2 2022 | $40,140 | -27.5% | 1,053 | -22.2% | 0.01% | -23.5% |
| Q1 2022 | $55,365 | +93.5% | 1,353 | +42.1% | 0.02% | +88.9% |
| Q4 2021 | $28,617 | -4.5% | 952 | 0.0% | 0.01% | -18.2% |
| Q3 2021 | $29,969 | +8.4% | 952 | +0.2% | 0.01% | -8.3% |
| Q2 2021 | $27,636 | +10.9% | 950 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $24,919 | +29.6% | 950 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $19,228 | – | 950 | – | 0.01% | – |
Download | ||||||
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% |