ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,062 | +10.7% | 5,715 | 0.0% | 0.08% | +12.7% |
| Q2 2023 | $244,831 | -2.1% | 5,715 | 0.0% | 0.07% | -9.0% |
| Q1 2023 | $250,031 | -5.9% | 5,715 | 0.0% | 0.08% | -13.3% |
| Q4 2022 | $265,690 | +18.1% | 5,715 | 0.0% | 0.09% | +3.4% |
| Q3 2022 | $225,000 | +3.2% | 5,715 | 0.0% | 0.09% | +2.4% |
| Q2 2022 | $218,000 | -53.4% | 5,715 | -50.0% | 0.08% | -45.9% |
| Q1 2022 | $468,000 | -9.8% | 11,430 | -33.7% | 0.16% | -8.2% |
| Q4 2021 | $519,000 | +6.6% | 17,230 | 0.0% | 0.17% | -5.5% |
| Q3 2021 | $487,000 | -2.8% | 17,230 | 0.0% | 0.18% | -6.2% |
| Q2 2021 | $501,000 | – | 17,230 | – | 0.19% | – |
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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% |