ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,927 | +16.3% | 7,188 | +5.0% | 0.05% | +20.0% |
| Q2 2023 | $293,154 | -3.3% | 6,843 | -1.2% | 0.04% | -4.8% |
| Q1 2023 | $303,100 | -6.8% | 6,928 | -1.0% | 0.04% | -14.3% |
| Q4 2022 | $325,384 | +19.2% | 6,999 | +0.7% | 0.05% | +8.9% |
| Q3 2022 | $273,000 | +1.9% | 6,952 | -1.1% | 0.04% | +4.7% |
| Q2 2022 | $268,000 | -7.3% | 7,028 | -0.6% | 0.04% | +16.2% |
| Q1 2022 | $289,000 | +40.3% | 7,072 | +3.1% | 0.04% | +42.3% |
| Q4 2021 | $206,000 | +34.6% | 6,859 | +54.2% | 0.03% | +36.8% |
| Q2 2019 | $153,000 | -26.4% | 4,449 | -10.2% | 0.02% | -38.7% |
| Q3 2018 | $208,000 | – | 4,954 | – | 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% |