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 | $1,734,578 | +12.5% | 36,571 | +1.6% | 0.01% | +16.7% |
| Q2 2023 | $1,542,432 | -34.5% | 36,004 | -33.1% | 0.01% | -40.0% |
| Q1 2023 | $2,353,205 | -5.5% | 53,788 | +0.4% | 0.01% | -23.1% |
| Q4 2022 | $2,489,975 | +13.9% | 53,559 | -3.7% | 0.01% | 0.0% |
| Q3 2022 | $2,187,000 | +13.8% | 55,634 | +10.4% | 0.01% | +8.3% |
| Q2 2022 | $1,921,000 | -22.3% | 50,404 | -16.6% | 0.01% | -25.0% |
| Q1 2022 | $2,473,000 | +107.3% | 60,437 | +52.5% | 0.02% | +100.0% |
| Q4 2021 | $1,193,000 | -3.2% | 39,642 | -9.0% | 0.01% | -20.0% |
| Q3 2021 | $1,232,000 | +204.2% | 43,586 | +212.8% | 0.01% | +150.0% |
| Q2 2021 | $405,000 | +118.9% | 13,936 | +97.2% | 0.00% | +100.0% |
| Q1 2021 | $185,000 | +176.1% | 7,066 | +115.0% | 0.00% | +100.0% |
| Q4 2020 | $67,000 | +509.1% | 3,286 | +491.0% | 0.00% | – |
| Q2 2020 | $11,000 | -79.2% | 556 | -67.3% | 0.00% | -100.0% |
| Q4 2018 | $53,000 | +562.5% | 1,701 | +855.6% | 0.00% | – |
| Q3 2018 | $8,000 | -11.1% | 178 | -13.2% | 0.00% | – |
| Q2 2018 | $9,000 | +50.0% | 205 | +15.8% | 0.00% | – |
| Q1 2018 | $6,000 | -25.0% | 177 | -12.4% | 0.00% | – |
| Q4 2017 | $8,000 | -11.1% | 202 | -11.0% | 0.00% | – |
| Q3 2017 | $9,000 | – | 227 | – | 0.00% | – |
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% |