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 | $721,979 | -76.6% | 15,222 | -78.9% | 0.19% | -76.1% |
| Q2 2023 | $3,085,852 | -5.5% | 72,032 | -3.5% | 0.81% | -11.0% |
| Q1 2023 | $3,266,489 | -7.9% | 74,663 | -2.1% | 0.91% | -17.6% |
| Q4 2022 | $3,546,065 | +17.0% | 76,276 | -1.0% | 1.10% | +10.0% |
| Q3 2022 | $3,030,000 | -4.8% | 77,071 | -7.7% | 1.00% | -1.7% |
| Q2 2022 | $3,183,000 | -53.4% | 83,490 | -50.0% | 1.02% | -47.0% |
| Q1 2022 | $6,827,000 | -5.4% | 166,839 | -30.4% | 1.93% | -2.5% |
| Q4 2021 | $7,219,000 | +1.3% | 239,834 | -4.9% | 1.98% | -5.3% |
| Q3 2021 | $7,129,000 | -3.9% | 252,258 | -1.1% | 2.09% | -6.3% |
| Q2 2021 | $7,418,000 | +10.4% | 254,992 | -0.5% | 2.23% | +1.6% |
| Q1 2021 | $6,720,000 | +28.8% | 256,190 | -0.6% | 2.19% | +12.2% |
| Q4 2020 | $5,219,000 | +66.4% | 257,839 | +31.2% | 1.95% | +23.9% |
| Q3 2020 | $3,137,000 | -10.6% | 196,538 | +12.1% | 1.58% | -16.8% |
| Q2 2020 | $3,508,000 | +87600.0% | 175,327 | +71462.0% | 1.90% | +63066.7% |
| Q1 2020 | $4,000 | -50.0% | 245 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $8,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -11.1% | 245 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $9,000 | +12.5% | 245 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $8,000 | -20.0% | 245 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $10,000 | 0.0% | 245 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $10,000 | +11.1% | 245 | 0.0% | 0.01% | -40.0% |
| Q1 2018 | $9,000 | -10.0% | 245 | 0.0% | 0.01% | +66.7% |
| Q4 2017 | $10,000 | -33.3% | 245 | -39.4% | 0.01% | -33.3% |
| Q3 2017 | $15,000 | +7.1% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $14,000 | -12.5% | 404 | 0.0% | 0.01% | -18.2% |
| Q1 2017 | $16,000 | -5.9% | 404 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $17,000 | +6.2% | 404 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $16,000 | +6.7% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $15,000 | +7.1% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $14,000 | 0.0% | 404 | 0.0% | 0.01% | +57.1% |
| Q3 2015 | $14,000 | -17.6% | 404 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $17,000 | -5.6% | 404 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $18,000 | 0.0% | 404 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $18,000 | – | 404 | – | 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% |