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 2021 | $2,738,000 | +7.6% | 90,952 | +1.0% | 0.11% | -13.0% |
| Q3 2021 | $2,545,000 | +1.3% | 90,065 | +4.3% | 0.12% | -7.5% |
| Q2 2021 | $2,513,000 | +3.3% | 86,376 | -6.9% | 0.13% | -3.6% |
| Q1 2021 | $2,433,000 | +27.0% | 92,756 | -2.0% | 0.14% | +17.9% |
| Q4 2020 | $1,916,000 | +26.7% | 94,662 | -0.1% | 0.12% | +10.4% |
| Q3 2020 | $1,512,000 | -19.7% | 94,763 | +0.7% | 0.11% | -31.6% |
| Q2 2020 | $1,884,000 | +31.8% | 94,137 | +0.8% | 0.16% | +1.3% |
| Q1 2020 | $1,429,000 | – | 93,361 | – | 0.15% | – |
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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% |