ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $224,910 | -11.5% | 5,250 | -34.3% | 0.00% | -84.6% |
| Q3 2019 | $254,000 | -7.3% | 7,991 | +0.0% | 0.01% | -18.8% |
| Q2 2019 | $274,000 | -4.5% | 7,988 | +0.0% | 0.02% | -15.8% |
| Q1 2019 | $287,000 | +15.7% | 7,987 | 0.0% | 0.02% | -20.8% |
| Q4 2018 | $248,000 | -27.1% | 7,987 | -1.1% | 0.02% | -27.3% |
| Q3 2018 | $340,000 | +1.8% | 8,075 | +1.1% | 0.03% | -13.2% |
| Q2 2018 | $334,000 | +13.2% | 7,987 | 0.0% | 0.04% | -5.0% |
| Q1 2018 | $295,000 | +3.9% | 7,987 | 0.0% | 0.04% | -32.2% |
| Q2 2017 | $284,000 | -4.7% | 7,987 | 0.0% | 0.06% | -28.0% |
| Q1 2017 | $298,000 | -24.0% | 7,987 | -15.4% | 0.08% | -15.5% |
| Q4 2016 | $392,000 | +9.2% | 9,439 | +2.5% | 0.10% | -11.8% |
| Q3 2016 | $359,000 | +1.7% | 9,208 | 0.0% | 0.11% | +0.9% |
| Q2 2016 | $353,000 | +10.3% | 9,208 | 0.0% | 0.11% | +0.9% |
| Q1 2016 | $320,000 | – | 9,208 | – | 0.11% | – |
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% |