ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $77,738 | +10.7% | 1,639 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $70,215 | -4.9% | 1,639 | -2.8% | 0.01% | -14.3% |
Q1 2023 | $73,806 | -7.0% | 1,687 | -1.2% | 0.01% | 0.0% |
Q4 2022 | $79,358 | +18.4% | 1,707 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $67,000 | -23.9% | 1,707 | -25.9% | 0.01% | -12.5% |
Q2 2022 | $88,000 | +183.9% | 2,305 | +188.1% | 0.01% | +100.0% |
Q1 2017 | $31,000 | +55.0% | 800 | +64.9% | 0.00% | +33.3% |
Q4 2016 | $20,000 | +81.8% | 485 | +70.2% | 0.00% | +50.0% |
Q3 2016 | $11,000 | -97.4% | 285 | -97.7% | 0.00% | -97.4% |
Q4 2015 | $427,000 | – | 12,600 | – | 0.08% | – |
Download |
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% |