Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 301 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8
-11.1%
173
-19.9%
0.00%0.0%
Q2 2023$90.0%216
+0.5%
0.00%0.0%
Q1 2023$90.0%215
+0.9%
0.00%
-25.0%
Q4 2022$9
-99.9%
213
+1.9%
0.00%0.0%
Q3 2022$8,0000.0%2090.0%0.00%
-20.0%
Q2 2022$8,0002090.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders