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 | $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 | 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% |