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 | $246,070 | -61.5% | 5,152 | -62.5% | 0.05% | -66.7% |
| Q4 2022 | $639,227 | +6.5% | 13,750 | -10.0% | 0.15% | +3.5% |
| Q3 2022 | $600,000 | -6.2% | 15,270 | -3.6% | 0.14% | +6.0% |
| Q2 2022 | $640,000 | -28.3% | 15,845 | -27.3% | 0.13% | -27.6% |
| Q1 2022 | $892,000 | +50.4% | 21,805 | +33.6% | 0.18% | +49.2% |
| Q4 2021 | $593,000 | +30.6% | 16,327 | +1.7% | 0.12% | +20.4% |
| Q3 2021 | $454,000 | -2.6% | 16,051 | +0.1% | 0.10% | -3.7% |
| Q2 2021 | $466,000 | +9.6% | 16,036 | +4.4% | 0.11% | +4.9% |
| Q1 2021 | $425,000 | – | 15,360 | – | 0.10% | – |
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% |