ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,988,912 | +37.5% | 42,781 | +16.2% | 0.04% | +28.1% |
| Q3 2022 | $1,447,000 | -71.7% | 36,812 | -72.6% | 0.03% | -70.1% |
| Q2 2022 | $5,120,000 | -51.7% | 134,302 | -48.2% | 0.11% | -42.5% |
| Q1 2022 | $10,610,000 | +36.9% | 259,287 | +0.7% | 0.19% | +34.8% |
| Q4 2021 | $7,753,000 | -16.6% | 257,579 | -21.7% | 0.14% | -17.9% |
| Q3 2021 | $9,293,000 | -4.7% | 328,824 | -1.9% | 0.17% | -10.6% |
| Q2 2021 | $9,750,000 | +42.9% | 335,152 | +28.9% | 0.19% | +24.5% |
| Q1 2021 | $6,822,000 | +236.6% | 260,090 | +438.2% | 0.15% | +69.7% |
| Q2 2018 | $2,027,000 | +210.9% | 48,325 | +177.3% | 0.09% | +147.2% |
| Q3 2017 | $652,000 | -21.7% | 17,430 | -11.4% | 0.04% | -63.3% |
| Q2 2015 | $833,000 | -77.9% | 19,666 | -77.3% | 0.10% | -77.0% |
| Q1 2015 | $3,771,000 | -61.5% | 86,485 | -54.5% | 0.43% | -57.4% |
| Q3 2014 | $9,795,000 | -24.3% | 190,047 | -16.6% | 1.00% | -22.4% |
| Q2 2014 | $12,943,000 | -26.3% | 227,867 | -33.8% | 1.29% | -27.8% |
| Q1 2014 | $17,554,000 | +68.3% | 344,324 | +66.7% | 1.79% | +72.2% |
| Q4 2013 | $10,429,000 | -25.9% | 206,547 | -30.9% | 1.04% | -29.1% |
| Q3 2013 | $14,083,000 | +27.5% | 299,007 | +20.5% | 1.46% | +8.9% |
| Q2 2013 | $11,048,000 | – | 248,107 | – | 1.34% | – |
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% |