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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $306,392 | -15.0% | 7,152 | -13.2% | 0.24% | -19.5% |
| Q1 2023 | $360,631 | -38.0% | 8,243 | -34.1% | 0.30% | -38.4% |
| Q4 2022 | $581,265 | +0.9% | 12,503 | -14.7% | 0.48% | -9.7% |
| Q3 2022 | $576,000 | +29.1% | 14,652 | +25.3% | 0.54% | +38.9% |
| Q2 2022 | $446,000 | -40.0% | 11,691 | -35.6% | 0.39% | -31.3% |
| Q1 2022 | $743,000 | +85.3% | 18,149 | +36.0% | 0.56% | +88.0% |
| Q4 2021 | $401,000 | – | 13,341 | – | 0.30% | – |
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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% |