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 | $12 | +9.1% | 250 | 0.0% | 0.00% | – |
| Q2 2023 | $11 | +22.2% | 250 | +25.0% | 0.00% | – |
| Q1 2023 | $9 | -96.2% | 200 | -96.0% | 0.00% | -100.0% |
| Q4 2022 | $234 | -99.9% | 5,038 | -8.6% | 0.01% | 0.0% |
| Q3 2022 | $217,000 | -1.4% | 5,513 | -4.7% | 0.01% | 0.0% |
| Q2 2022 | $220,000 | -48.2% | 5,782 | -44.3% | 0.01% | -42.1% |
| Q1 2022 | $425,000 | +35.4% | 10,389 | -0.6% | 0.02% | +35.7% |
| Q4 2021 | $314,000 | -5.7% | 10,448 | -11.3% | 0.01% | -17.6% |
| Q3 2021 | $333,000 | -36.2% | 11,777 | -34.4% | 0.02% | -37.0% |
| Q2 2021 | $522,000 | +54.4% | 17,959 | +39.3% | 0.03% | +50.0% |
| Q1 2021 | $338,000 | +11166.7% | 12,890 | +8493.3% | 0.02% | – |
| Q4 2020 | $3,000 | 0.0% | 150 | -30.2% | 0.00% | – |
| Q3 2020 | $3,000 | -25.0% | 215 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 215 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -57.1% | 215 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | -80.6% | 215 | -80.8% | 0.00% | -100.0% |
| Q3 2019 | $36,000 | -29.4% | 1,120 | -24.6% | 0.00% | -25.0% |
| Q2 2019 | $51,000 | +363.6% | 1,485 | +372.9% | 0.00% | +300.0% |
| Q1 2019 | $11,000 | +10.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -75.0% | 314 | -66.8% | 0.00% | -75.0% |
| Q2 2018 | $40,000 | +900.0% | 947 | +847.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | – | 100 | – | 0.00% | – |
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% |