ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,309,322 | +7.7% | 48,351 | -3.4% | 1.55% | +11.6% |
| Q2 2023 | $2,144,249 | -15.8% | 50,053 | -14.0% | 1.39% | -17.4% |
| Q1 2023 | $2,546,559 | -5.7% | 58,207 | +0.2% | 1.68% | -4.4% |
| Q4 2022 | $2,700,587 | +56.0% | 58,090 | +31.9% | 1.76% | +53.3% |
| Q3 2022 | $1,731,000 | -3.7% | 44,030 | -6.6% | 1.15% | -7.7% |
| Q2 2022 | $1,798,000 | – | 47,162 | – | 1.24% | – |
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% |