ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $33,008 | +135.8% | 710 | +102.9% | 0.00% | +100.0% |
Q3 2022 | $14,000 | +7.7% | 350 | 0.0% | 0.00% | +100.0% |
Q2 2022 | $13,000 | -7.1% | 350 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $14,000 | +27.3% | 350 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $11,000 | +10.0% | 350 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $10,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 350 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +28.6% | 350 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $7,000 | – | 350 | – | 0.00% | – |
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% |