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 | $35,567 | +10.7% | 750 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $32,125 | -3.2% | 750 | -1.1% | 0.02% | -11.1% |
| Q1 2023 | $33,181 | -5.6% | 758 | +0.3% | 0.02% | -10.0% |
| Q4 2022 | $35,134 | +21.2% | 756 | +0.9% | 0.02% | +17.6% |
| Q3 2022 | $29,000 | 0.0% | 749 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $29,000 | -6.5% | 749 | +0.3% | 0.02% | +20.0% |
| Q1 2022 | $31,000 | +34.8% | 747 | -4.2% | 0.02% | +36.4% |
| Q4 2021 | $23,000 | -4.2% | 780 | -9.6% | 0.01% | -26.7% |
| Q3 2021 | $24,000 | – | 863 | +8530.0% | 0.02% | – |
| Q2 2021 | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | – | 0.00% | – |
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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% |