ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,836 | +6.3% | 14,987 | -4.0% | 0.20% | +13.0% |
| Q2 2023 | $668,949 | -1.5% | 15,615 | +0.6% | 0.18% | -5.9% |
| Q1 2023 | $679,163 | -6.6% | 15,524 | -0.7% | 0.19% | -11.7% |
| Q4 2022 | $727,121 | +20.8% | 15,640 | +2.1% | 0.21% | +10.9% |
| Q3 2022 | $602,000 | +1.5% | 15,323 | -1.5% | 0.19% | +9.7% |
| Q2 2022 | $593,000 | -6.0% | 15,553 | +0.8% | 0.18% | +6.1% |
| Q1 2022 | $631,000 | +24.2% | 15,427 | -8.7% | 0.16% | +26.0% |
| Q4 2021 | $508,000 | -13.6% | 16,891 | -8.9% | 0.13% | -15.5% |
| Q3 2021 | $588,000 | +9.9% | 18,545 | +0.8% | 0.16% | +6.2% |
| Q2 2021 | $535,000 | +11.9% | 18,392 | +0.9% | 0.15% | +5.8% |
| Q1 2021 | $478,000 | -5.5% | 18,223 | -17.8% | 0.14% | -8.6% |
| Q4 2020 | $506,000 | +44.6% | 22,176 | +1.0% | 0.15% | +20.8% |
| Q3 2020 | $350,000 | -19.0% | 21,948 | +1.7% | 0.12% | -22.8% |
| Q2 2020 | $432,000 | +53.2% | 21,588 | +17.4% | 0.16% | +35.0% |
| Q1 2020 | $282,000 | -35.5% | 18,388 | +35.3% | 0.12% | -18.9% |
| Q4 2019 | $437,000 | +3.6% | 13,590 | +2.2% | 0.15% | -1.3% |
| Q3 2019 | $422,000 | -7.9% | 13,300 | 0.0% | 0.15% | -7.4% |
| Q2 2019 | $458,000 | -0.4% | 13,300 | +4.2% | 0.16% | -3.0% |
| Q1 2019 | $460,000 | +51.8% | 12,763 | +31.2% | 0.17% | +38.0% |
| Q4 2018 | $303,000 | +30.6% | 9,727 | +75.5% | 0.12% | +44.0% |
| Q3 2018 | $232,000 | -17.4% | 5,541 | -17.3% | 0.08% | -20.0% |
| Q2 2018 | $281,000 | +6.0% | 6,698 | -6.5% | 0.10% | +1.9% |
| Q1 2018 | $265,000 | – | 7,163 | – | 0.10% | – |
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% |