ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,578,769 | +4.1% | 33,287 | -5.9% | 0.02% | 0.0% |
| Q2 2023 | $1,516,195 | -3.2% | 35,392 | -5.0% | 0.02% | -15.0% |
| Q1 2023 | $1,565,896 | -27.8% | 37,249 | -66.5% | 0.02% | -66.1% |
| Q4 2022 | $2,169,231 | -55.5% | 111,033 | -10.5% | 0.06% | -26.2% |
| Q3 2022 | $4,878,000 | -41.3% | 124,099 | -43.0% | 0.08% | -42.0% |
| Q2 2022 | $8,304,000 | -49.2% | 217,833 | -45.5% | 0.14% | -47.5% |
| Q1 2022 | $16,360,000 | +31.3% | 399,793 | -3.4% | 0.26% | +39.9% |
| Q4 2021 | $12,462,000 | +47.1% | 414,022 | +38.2% | 0.19% | -10.0% |
| Q3 2021 | $8,469,000 | -15.5% | 299,672 | -13.1% | 0.21% | -21.7% |
| Q2 2021 | $10,028,000 | +41.4% | 344,719 | +27.5% | 0.27% | +26.5% |
| Q1 2021 | $7,091,000 | -57.7% | 270,338 | +56456.1% | 0.21% | +6933.3% |
| Q2 2017 | $16,768,000 | – | 478 | – | 0.00% | – |
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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% |