ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
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 | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |