ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 140 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 3.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,188 | +50.5% | 51,093 | +53.7% | 0.02% | +11.1% |
Q1 2023 | $1,454 | -99.9% | 33,249 | +12.7% | 0.02% | +38.5% |
Q3 2022 | $1,159,000 | +41.5% | 29,496 | +37.1% | 0.01% | +44.4% |
Q2 2022 | $819,000 | -71.1% | 21,508 | -68.9% | 0.01% | -55.0% |
Q1 2022 | $2,832,000 | -27.3% | 69,231 | -49.8% | 0.02% | -16.7% |
Q3 2021 | $3,894,000 | +126.0% | 137,820 | +61.9% | 0.02% | -31.4% |
Q4 2020 | $1,723,000 | +125.2% | 85,152 | +77.5% | 0.04% | +59.1% |
Q3 2020 | $765,000 | -42.1% | 47,981 | -27.4% | 0.02% | -45.0% |
Q2 2020 | $1,321,000 | +21.6% | 66,064 | +95.3% | 0.04% | -14.9% |
Q4 2019 | $1,086,000 | +143.5% | 33,823 | +140.6% | 0.05% | +123.8% |
Q3 2019 | $446,000 | -47.3% | 14,059 | -42.3% | 0.02% | -97.6% |
Q1 2016 | $846,000 | -47.7% | 24,347 | -36.3% | 0.88% | +15.9% |
Q2 2015 | $1,618,000 | +35.4% | 38,195 | +43.2% | 0.76% | -54.7% |
Q4 2014 | $1,195,000 | – | 26,673 | – | 1.68% | – |
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% |