ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $484,725 | -38.6% | 10,220 | -44.5% | 0.01% | -44.4% |
| Q2 2023 | $789,299 | -5.7% | 18,424 | -3.7% | 0.01% | -10.0% |
| Q1 2023 | $837,203 | -43.4% | 19,136 | -39.9% | 0.01% | -50.0% |
| Q4 2022 | $1,479,852 | +23.9% | 31,832 | +4.8% | 0.02% | +11.1% |
| Q3 2022 | $1,194,000 | -30.7% | 30,384 | -32.8% | 0.02% | -30.8% |
| Q2 2022 | $1,724,000 | -23.1% | 45,227 | -17.6% | 0.03% | -16.1% |
| Q1 2022 | $2,243,000 | +64.0% | 54,864 | +20.7% | 0.03% | +47.6% |
| Q4 2021 | $1,368,000 | +25.5% | 45,450 | +17.9% | 0.02% | +16.7% |
| Q3 2021 | $1,090,000 | +64.4% | 38,561 | +68.7% | 0.02% | +50.0% |
| Q2 2021 | $663,000 | +101.5% | 22,852 | +79.4% | 0.01% | +71.4% |
| Q1 2021 | $329,000 | – | 12,738 | – | 0.01% | – |
Download | ||||||
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% |