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 | $462,080 | +9.4% | 9,557 | -3.8% | 0.04% | +11.8% |
| Q2 2023 | $422,549 | -3.1% | 9,933 | -1.1% | 0.03% | -5.6% |
| Q1 2023 | $436,052 | -9.0% | 10,045 | -2.5% | 0.04% | -14.3% |
| Q4 2022 | $479,079 | +15.4% | 10,305 | -1.9% | 0.04% | +5.0% |
| Q3 2022 | $415,000 | +1.7% | 10,505 | 0.0% | 0.04% | +5.3% |
| Q2 2022 | $408,000 | -6.2% | 10,505 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $435,000 | – | 10,505 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $14,229,000 | 3.48% |
| Dentgroup LLC | 74,336 | $3,525,757 | 2.60% |
| PGIM Custom Harvest LLC | 1,446,210 | $68,593,734 | 2.53% |
| Bellwether Advisors, LLC | 193,319 | $9,169,120 | 2.50% |
| First Citizens Financial Corp | 56,132 | $2,662,341 | 1.88% |
| TCWP LLC | 50,492 | $2,394,836 | 1.82% |
| FORTE ASSET MANAGEMENT LLC | 48,351 | $2,309,322 | 1.55% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 33,100 | $1,569,939 | 1.47% |
| Foundation Wealth Management, LLC | 24,960 | $1,183,850 | 1.18% |
| Ballew Advisors, Inc | 24,805 | $1,113,740 | 0.92% |