ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,961,942 | +42.2% | 41,365 | +31.2% | 0.12% | +11.7% |
| Q1 2023 | $1,379,875 | -92.7% | 31,540 | -93.5% | 0.10% | -81.2% |
| Q3 2022 | $18,999,000 | -14.5% | 483,306 | -17.1% | 0.55% | -20.0% |
| Q2 2022 | $22,212,000 | -6.8% | 582,692 | 0.0% | 0.68% | +7.4% |
| Q1 2022 | $23,844,000 | +10.1% | 582,692 | +3.2% | 0.64% | -55.0% |
| Q2 2016 | $21,666,000 | +211.5% | 564,800 | +182.4% | 1.42% | +136.2% |
| Q1 2016 | $6,956,000 | – | 200,000 | – | 0.60% | – |
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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% |