ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $315,758 | -7.1% | 6,792 | -21.5% | 0.28% | -26.2% |
| Q3 2022 | $340,000 | -36.8% | 8,654 | -38.6% | 0.38% | -53.0% |
| Q2 2022 | $538,000 | -46.4% | 14,103 | -42.5% | 0.81% | +21.6% |
| Q1 2022 | $1,004,000 | +17.4% | 24,545 | -13.6% | 0.67% | +30.8% |
| Q4 2021 | $855,000 | +0.8% | 28,412 | -5.3% | 0.51% | +4.3% |
| Q3 2021 | $848,000 | -16.2% | 30,016 | -13.7% | 0.49% | -13.9% |
| Q2 2021 | $1,012,000 | +17.0% | 34,794 | +5.5% | 0.57% | +13.8% |
| Q1 2021 | $865,000 | +108.4% | 32,974 | +60.9% | 0.50% | +116.0% |
| Q4 2020 | $415,000 | -12.4% | 20,488 | -31.0% | 0.23% | -14.4% |
| Q3 2020 | $474,000 | -5.8% | 29,683 | +18.1% | 0.27% | -35.9% |
| Q2 2020 | $503,000 | +192.4% | 25,143 | +123.6% | 0.42% | +137.9% |
| Q1 2020 | $172,000 | – | 11,245 | – | 0.18% | – |
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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% |