ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 301 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475 | -40.7% | 10,005 | -46.5% | 0.02% | -37.1% |
| Q2 2023 | $801 | -99.6% | 18,709 | +137.4% | 0.04% | +288.9% |
| Q3 2021 | $223,000 | -5.5% | 7,881 | -32.5% | 0.01% | -43.8% |
| Q4 2020 | $236,000 | +43.9% | 11,682 | +13.9% | 0.02% | +33.3% |
| Q3 2020 | $164,000 | +4000.0% | 10,260 | +10160.0% | 0.01% | – |
| Q4 2016 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |