ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,506 | +10.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,070 | -2.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,156 | +103800.0% | 95 | 0.0% | 0.00% | – |
| Q4 2022 | $4 | -99.9% | 95 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 95 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 95 | -44.1% | 0.00% | – |
| Q1 2020 | $2,000 | -83.3% | 170 | -51.4% | 0.00% | – |
| Q2 2019 | $12,000 | -99.9% | 350 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $10,906,000 | -41.2% | 350 | -22.2% | 0.00% | -42.9% |
| Q2 2018 | $18,558,000 | +14.0% | 450 | 0.0% | 0.01% | -22.2% |
| Q1 2018 | $16,284,000 | -12.5% | 450 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $18,612,000 | +11.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,770,000 | +6.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $15,786,000 | +26.0% | 450 | +38.5% | 0.01% | +66.7% |
| Q1 2017 | $12,526,000 | – | 325 | – | 0.01% | – |
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% |