ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
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 | 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% |