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 | $1,341,510 | +9.8% | 28,284 | -0.8% | 0.08% | +11.0% |
| Q2 2023 | $1,222,054 | -8.8% | 28,526 | -6.8% | 0.07% | -13.1% |
| Q1 2023 | $1,339,756 | +88332.7% | 30,623 | -6.0% | 0.08% | -12.5% |
| Q4 2022 | $1,515 | -99.9% | 32,579 | -1.7% | 0.10% | +3.2% |
| Q3 2022 | $1,303,000 | -1.4% | 33,154 | -4.3% | 0.09% | +2.2% |
| Q2 2022 | $1,321,000 | -19.1% | 34,659 | -13.2% | 0.09% | -12.5% |
| Q1 2022 | $1,633,000 | +17.6% | 39,910 | -13.5% | 0.10% | +18.2% |
| Q4 2021 | $1,389,000 | +0.8% | 46,161 | -5.3% | 0.09% | -8.3% |
| Q3 2021 | $1,378,000 | -15.9% | 48,753 | -13.4% | 0.10% | -15.0% |
| Q2 2021 | $1,638,000 | -64.7% | 56,303 | -68.2% | 0.11% | -66.2% |
| Q1 2021 | $4,638,000 | +25.6% | 176,823 | -3.1% | 0.33% | +16.4% |
| Q4 2020 | $3,693,000 | -9.6% | 182,467 | -28.7% | 0.29% | -18.2% |
| Q3 2020 | $4,087,000 | -36.0% | 256,060 | -19.8% | 0.35% | -38.9% |
| Q2 2020 | $6,388,000 | – | 319,250 | – | 0.57% | – |
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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% |