ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 4.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,047 | -2.1% | 5,580 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $244,125 | -96.3% | 5,580 | -96.7% | 0.00% | -98.9% |
| Q2 2016 | $6,583,000 | +10.3% | 171,600 | 0.0% | 0.18% | +12.8% |
| Q1 2016 | $5,968,000 | +2.7% | 171,600 | 0.0% | 0.16% | -0.6% |
| Q4 2015 | $5,810,000 | -1.3% | 171,600 | 0.0% | 0.16% | -10.8% |
| Q3 2015 | $5,889,000 | -19.0% | 171,600 | 0.0% | 0.18% | -69.7% |
| Q2 2015 | $7,272,000 | -2.8% | 171,600 | 0.0% | 0.58% | +197.4% |
| Q1 2015 | $7,482,000 | – | 171,600 | – | 0.20% | – |
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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% |