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 | $14,229,000 | +10.7% | 300,000 | 0.0% | 3.48% | +16.0% |
| Q2 2023 | $12,852,000 | -2.1% | 300,000 | 0.0% | 3.00% | -8.7% |
| Q1 2023 | $13,125,000 | +94006.3% | 300,000 | 0.0% | 3.28% | -9.3% |
| Q4 2022 | $13,947 | -99.9% | 300,000 | 0.0% | 3.62% | +9.3% |
| Q3 2022 | $11,793,000 | +3.1% | 300,000 | 0.0% | 3.31% | +7.2% |
| Q2 2022 | $11,436,000 | -6.8% | 300,000 | 0.0% | 3.09% | +6.6% |
| Q1 2022 | $12,276,000 | +35.9% | 300,000 | 0.0% | 2.90% | +41.4% |
| Q4 2021 | $9,030,000 | +6.5% | 300,000 | 0.0% | 2.05% | -3.4% |
| Q3 2021 | $8,478,000 | -2.9% | 300,000 | 0.0% | 2.12% | +1.0% |
| Q2 2021 | $8,727,000 | +10.9% | 300,000 | 0.0% | 2.10% | +4.3% |
| Q1 2021 | $7,869,000 | +29.6% | 300,000 | 0.0% | 2.01% | +21.7% |
| Q4 2020 | $6,072,000 | – | 300,000 | – | 1.65% | – |
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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% |