ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,071 | -84.7% | 43,664 | -86.2% | 0.01% | -83.9% |
| Q2 2023 | $13,505 | +6.2% | 315,367 | +8.4% | 0.03% | 0.0% |
| Q1 2023 | $12,717 | +7.4% | 290,796 | +14.1% | 0.03% | 0.0% |
| Q4 2022 | $11,841 | -99.9% | 254,844 | +9.5% | 0.03% | +24.0% |
| Q3 2022 | $9,163,000 | +7.2% | 232,638 | +3.8% | 0.02% | +8.7% |
| Q2 2022 | $8,545,000 | -47.6% | 224,181 | -52.9% | 0.02% | -28.1% |
| Q1 2022 | $16,321,000 | +19.5% | 476,199 | +1.4% | 0.03% | +18.5% |
| Q4 2021 | $13,658,000 | +1.9% | 469,519 | +1.5% | 0.03% | -3.6% |
| Q3 2021 | $13,407,000 | -1.8% | 462,620 | -1.4% | 0.03% | 0.0% |
| Q2 2021 | $13,653,000 | +16.3% | 469,322 | +4.9% | 0.03% | +7.7% |
| Q1 2021 | $11,738,000 | – | 447,494 | – | 0.03% | – |
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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% |