ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 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 | $51,687 | +10.7% | 1,090 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $46,685 | -2.1% | 1,090 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $47,677 | -15.4% | 1,090 | -10.1% | 0.00% | 0.0% |
| Q4 2022 | $56,334 | -7.6% | 1,212 | -23.8% | 0.00% | -25.0% |
| Q3 2022 | $61,000 | 0.0% | 1,591 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | +103.3% | 1,591 | +58.9% | 0.00% | +100.0% |
| Q4 2021 | $30,000 | -75.8% | 1,001 | -77.2% | 0.00% | -50.0% |
| Q3 2021 | $124,000 | -3.1% | 4,393 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $128,000 | +26.7% | 4,383 | +13.9% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | – | 3,849 | – | 0.00% | – |
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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% |