ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,620 | +19.9% | 10,070 | +8.3% | 0.03% | +23.1% |
| Q2 2023 | $398,369 | +1.0% | 9,299 | +3.2% | 0.03% | -3.7% |
| Q1 2023 | $394,363 | -13.6% | 9,014 | -8.1% | 0.03% | -15.6% |
| Q4 2022 | $456,206 | +17.0% | 9,813 | -1.0% | 0.03% | +6.7% |
| Q3 2022 | $390,000 | -4.9% | 9,912 | -7.9% | 0.03% | +3.4% |
| Q2 2022 | $410,000 | -9.3% | 10,758 | -2.6% | 0.03% | +3.6% |
| Q1 2022 | $452,000 | +9.4% | 11,044 | -19.6% | 0.03% | +12.0% |
| Q4 2021 | $413,000 | +4.3% | 13,737 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $396,000 | +10.0% | 13,969 | +12.9% | 0.02% | 0.0% |
| Q2 2021 | $360,000 | +27.2% | 12,369 | +16.1% | 0.02% | +13.6% |
| Q1 2021 | $283,000 | – | 10,654 | – | 0.02% | – |
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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% |