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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $165 | -36.3% | 3,861 | -34.8% | 0.01% | -33.3% |
| Q1 2023 | $259 | -8.8% | 5,922 | -3.1% | 0.02% | -22.2% |
| Q4 2022 | $284 | -100.0% | 6,114 | -84.7% | 0.03% | -82.4% |
| Q3 2022 | $1,568,000 | +524.7% | 39,889 | +504.7% | 0.15% | +512.0% |
| Q2 2022 | $251,000 | -71.8% | 6,596 | -69.6% | 0.02% | -64.3% |
| Q1 2022 | $889,000 | +119.5% | 21,729 | +61.4% | 0.07% | +125.8% |
| Q4 2021 | $405,000 | -1.9% | 13,466 | -5.2% | 0.03% | -11.4% |
| Q2 2021 | $413,000 | +11.9% | 14,198 | +1.1% | 0.04% | -2.8% |
| Q1 2021 | $369,000 | +38.7% | 14,049 | +5.8% | 0.04% | -7.7% |
| Q2 2020 | $266,000 | +12.2% | 13,282 | +134.7% | 0.04% | +18.2% |
| Q2 2018 | $237,000 | – | 5,659 | – | 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% |