ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,391 | -7.0% | 388 | -16.0% | 0.00% | – |
| Q2 2023 | $19,785 | -61.7% | 462 | -60.8% | 0.00% | -100.0% |
| Q1 2023 | $51,601 | +199.2% | 1,179 | +217.8% | 0.00% | – |
| Q4 2022 | $17,248 | +32.7% | 371 | +15.9% | 0.00% | – |
| Q3 2022 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | +100.0% | 320 | +128.6% | 0.00% | – |
| Q1 2022 | $6,000 | +50.0% | 140 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -91.1% | 140 | -91.0% | 0.00% | -100.0% |
| Q2 2021 | $45,000 | +21.6% | 1,558 | +9.9% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +428.6% | 1,418 | +714.9% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | +16.7% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 174 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | -12.5% | 174 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $8,000 | – | 174 | – | 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% |