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 | $731,133 | -11.5% | 15,415 | -20.1% | 0.08% | -7.9% |
| Q2 2023 | $826,512 | -95.4% | 19,293 | -95.3% | 0.09% | -95.6% |
| Q1 2023 | $17,868,069 | -6.4% | 408,413 | -0.5% | 2.04% | -9.7% |
| Q4 2022 | $19,085,726 | +7.7% | 410,534 | -9.0% | 2.26% | +2.3% |
| Q3 2022 | $17,728,000 | +1.0% | 450,983 | -2.1% | 2.21% | +1.8% |
| Q2 2022 | $17,557,000 | -13.4% | 460,559 | -7.1% | 2.17% | -7.9% |
| Q1 2022 | $20,283,000 | – | 495,672 | – | 2.35% | – |
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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% |