ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,731 | -6.6% | 7,795 | -15.6% | 0.01% | 0.0% |
| Q2 2023 | $395,767 | -13.0% | 9,238 | -11.1% | 0.01% | -6.7% |
| Q1 2023 | $454,896 | -24.2% | 10,397 | -19.4% | 0.02% | -28.6% |
| Q4 2022 | $599,947 | -17.0% | 12,904 | -29.8% | 0.02% | -25.0% |
| Q3 2022 | $723,000 | -9.4% | 18,380 | -12.3% | 0.03% | 0.0% |
| Q2 2022 | $798,000 | -64.8% | 20,946 | -62.1% | 0.03% | -58.8% |
| Q1 2022 | $2,264,000 | +22.6% | 55,316 | -9.8% | 0.07% | +33.3% |
| Q4 2021 | $1,846,000 | +25.5% | 61,326 | +17.8% | 0.05% | +15.9% |
| Q3 2021 | $1,471,000 | +13.2% | 52,056 | +16.5% | 0.04% | +12.8% |
| Q2 2021 | $1,300,000 | +516.1% | 44,673 | +454.3% | 0.04% | +457.1% |
| Q1 2021 | $211,000 | -36.3% | 8,059 | -62.7% | 0.01% | -65.0% |
| Q1 2020 | $331,000 | +3.1% | 21,618 | +179.8% | 0.02% | -42.9% |
| Q4 2016 | $321,000 | -73.4% | 7,727 | -75.4% | 0.04% | -77.7% |
| Q2 2016 | $1,206,000 | – | 31,443 | – | 0.16% | – |
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% |