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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $346,938 | +20260.2% | 7,930 | -78.4% | 0.10% | -81.8% |
| Q4 2022 | $1,704 | -99.9% | 36,647 | -4.9% | 0.57% | -11.7% |
| Q3 2022 | $1,514,000 | -46.4% | 38,525 | -48.0% | 0.64% | -52.3% |
| Q2 2022 | $2,825,000 | -18.0% | 74,116 | -12.0% | 1.34% | +6.0% |
| Q1 2022 | $3,445,000 | +72.2% | 84,188 | +26.7% | 1.27% | +55.0% |
| Q4 2021 | $2,001,000 | +5.0% | 66,466 | -1.5% | 0.82% | +36.8% |
| Q3 2021 | $1,906,000 | +31.5% | 67,460 | +22.2% | 0.60% | +28.6% |
| Q2 2021 | $1,449,000 | – | 55,185 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |