ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,490 | +10.7% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,668 | -2.1% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,831 | -5.9% | 179 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $8,322 | +18.9% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 179 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $7,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +40.0% | 179 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $5,000 | +25.0% | 179 | +19.3% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | – | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 150 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | – | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 150 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -60.0% | 150 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $5,000 | -61.5% | 150 | -50.0% | 0.00% | -50.0% |
| Q3 2018 | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | +18.2% | 300 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $11,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | -35.3% | 300 | -33.3% | 0.01% | -37.5% |
| Q3 2017 | $17,000 | -19.0% | 450 | -25.0% | 0.01% | -20.0% |
| Q2 2017 | $21,000 | -8.7% | 600 | 0.0% | 0.01% | -23.1% |
| Q1 2017 | $23,000 | -8.0% | 600 | 0.0% | 0.01% | -13.3% |
| Q4 2016 | $25,000 | +4.2% | 600 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $24,000 | 0.0% | 600 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $24,000 | +14.3% | 600 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $21,000 | -43.2% | 600 | -45.5% | 0.01% | -44.0% |
| Q4 2015 | $37,000 | -2.6% | 1,100 | 0.0% | 0.02% | -3.8% |
| Q3 2015 | $38,000 | -19.1% | 1,100 | 0.0% | 0.03% | -7.1% |
| Q2 2015 | $47,000 | 0.0% | 1,100 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $47,000 | -24.2% | 1,100 | -21.4% | 0.03% | -22.2% |
| Q4 2014 | $62,000 | -24.4% | 1,400 | -12.5% | 0.04% | -26.5% |
| Q3 2014 | $82,000 | -9.9% | 1,600 | 0.0% | 0.05% | -10.9% |
| Q2 2014 | $91,000 | – | 1,600 | – | 0.06% | – |
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% |