ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,877,120 | +3.3% | 144,995 | -6.7% | 0.04% | -6.5% |
| Q2 2023 | $6,655,592 | -41.1% | 155,359 | -39.8% | 0.05% | -44.6% |
| Q1 2023 | $11,299,379 | +41.7% | 258,272 | +50.6% | 0.08% | +27.7% |
| Q4 2022 | $7,974,703 | +8.6% | 171,536 | -8.1% | 0.06% | -28.6% |
| Q3 2022 | $7,341,000 | -9.3% | 186,743 | -12.1% | 0.09% | -12.5% |
| Q2 2022 | $8,096,000 | -2.8% | 212,381 | +4.3% | 0.10% | +3.0% |
| Q1 2022 | $8,330,000 | +124.6% | 203,568 | +65.2% | 0.10% | +124.4% |
| Q4 2021 | $3,708,000 | +8.0% | 123,192 | +1.4% | 0.04% | -2.2% |
| Q3 2021 | $3,434,000 | +39.4% | 121,503 | +43.4% | 0.05% | +31.4% |
| Q2 2021 | $2,464,000 | +1113.8% | 84,708 | +992.6% | 0.04% | +775.0% |
| Q1 2021 | $203,000 | +222.2% | 7,753 | +146.3% | 0.00% | +100.0% |
| Q2 2020 | $63,000 | -77.4% | 3,148 | -53.2% | 0.00% | -80.0% |
| Q3 2018 | $279,000 | -5.7% | 6,732 | -5.5% | 0.01% | -33.3% |
| Q2 2018 | $296,000 | +45.1% | 7,124 | +28.8% | 0.02% | +66.7% |
| Q1 2018 | $204,000 | -8.1% | 5,532 | -0.6% | 0.01% | 0.0% |
| Q4 2017 | $222,000 | -2.2% | 5,567 | -8.2% | 0.01% | -10.0% |
| Q3 2017 | $227,000 | -5.4% | 6,062 | -9.9% | 0.01% | -9.1% |
| Q2 2017 | $240,000 | -22.8% | 6,725 | -16.4% | 0.01% | -26.7% |
| Q1 2017 | $311,000 | -4.6% | 8,046 | +2.5% | 0.02% | -11.8% |
| Q4 2016 | $326,000 | -35.7% | 7,848 | -39.6% | 0.02% | -10.5% |
| Q3 2016 | $507,000 | -60.0% | 12,998 | -60.6% | 0.02% | -74.3% |
| Q2 2016 | $1,267,000 | +13.7% | 32,984 | +3.0% | 0.07% | +7.2% |
| Q1 2016 | $1,114,000 | +20.0% | 32,020 | +16.8% | 0.07% | +16.9% |
| Q4 2015 | $928,000 | +90.6% | 27,421 | +93.5% | 0.06% | +78.8% |
| Q3 2015 | $487,000 | -22.9% | 14,172 | -2.2% | 0.03% | -17.5% |
| Q2 2015 | $632,000 | 0.0% | 14,491 | 0.0% | 0.04% | -2.4% |
| Q1 2015 | $632,000 | +14.5% | 14,491 | +17.2% | 0.04% | +5.1% |
| Q4 2014 | $552,000 | -15.9% | 12,364 | -3.0% | 0.04% | -13.3% |
| Q3 2014 | $656,000 | -5.9% | 12,745 | +3.6% | 0.04% | -2.2% |
| Q2 2014 | $697,000 | +10.6% | 12,302 | -0.9% | 0.05% | +2.2% |
| Q1 2014 | $630,000 | +5.7% | 12,410 | +4.9% | 0.04% | -2.2% |
| Q4 2013 | $596,000 | +5.9% | 11,834 | -1.3% | 0.05% | -6.1% |
| Q3 2013 | $563,000 | -21.5% | 11,984 | -26.0% | 0.05% | -31.0% |
| Q2 2013 | $717,000 | +26.2% | 16,191 | +29.7% | 0.07% | +22.4% |
| Q1 2013 | $568,000 | – | 12,481 | – | 0.06% | – |
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% |