ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,149,225 | +3.8% | 66,397 | -6.2% | 0.22% | +11.6% |
| Q2 2023 | $3,033,248 | +6.9% | 70,804 | +9.1% | 0.20% | +27.6% |
| Q1 2023 | $2,838,269 | +1178.8% | 64,875 | +1258.9% | 0.16% | +1014.3% |
| Q4 2022 | $221,952 | -36.8% | 4,774 | -48.2% | 0.01% | -44.0% |
| Q2 2022 | $351,000 | -45.2% | 9,210 | -41.1% | 0.02% | -35.9% |
| Q1 2022 | $640,000 | +26.2% | 15,634 | -7.1% | 0.04% | +21.9% |
| Q4 2021 | $507,000 | +81.1% | 16,828 | +69.6% | 0.03% | +52.4% |
| Q3 2021 | $280,000 | -24.1% | 9,924 | -21.7% | 0.02% | -25.0% |
| Q2 2021 | $369,000 | +3.9% | 12,680 | -6.3% | 0.03% | -6.7% |
| Q1 2021 | $355,000 | – | 13,530 | – | 0.03% | – |
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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% |