ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 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 | $359,851 | +15.8% | 7,587 | +4.6% | 0.01% | 0.0% |
Q2 2023 | $310,804 | -6.4% | 7,255 | -4.4% | 0.01% | -15.4% |
Q1 2023 | $332,114 | +4.0% | 7,591 | +10.5% | 0.01% | -18.8% |
Q4 2022 | $319,376 | -3.8% | 6,870 | -18.7% | 0.02% | -15.8% |
Q3 2022 | $332,000 | +13.7% | 8,448 | +10.2% | 0.02% | +11.8% |
Q2 2022 | $292,000 | -13.1% | 7,668 | -6.6% | 0.02% | 0.0% |
Q1 2022 | $336,000 | +32.8% | 8,210 | -2.3% | 0.02% | +41.7% |
Q4 2021 | $253,000 | +20.5% | 8,406 | +13.3% | 0.01% | 0.0% |
Q3 2021 | $210,000 | – | 7,419 | – | 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% |