ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $331,932 | -5.9% | 7,587 | 0.0% | 0.07% | -5.3% |
| Q4 2022 | $352,700 | +18.4% | 7,587 | 0.0% | 0.08% | +4.1% |
| Q3 2022 | $298,000 | +3.1% | 7,587 | 0.0% | 0.07% | +14.1% |
| Q2 2022 | $289,000 | -6.8% | 7,587 | 0.0% | 0.06% | +3.2% |
| Q1 2022 | $310,000 | -54.5% | 7,587 | -66.5% | 0.06% | -55.1% |
| Q4 2021 | $682,000 | +7.7% | 22,670 | +1.3% | 0.14% | -2.1% |
| Q3 2021 | $633,000 | -2.8% | 22,390 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $651,000 | +10.9% | 22,390 | 0.0% | 0.14% | +5.9% |
| Q1 2021 | $587,000 | +29.6% | 22,390 | 0.0% | 0.14% | +20.5% |
| Q4 2020 | $453,000 | +61.2% | 22,390 | +27.0% | 0.11% | +41.8% |
| Q3 2020 | $281,000 | -20.4% | 17,636 | 0.0% | 0.08% | -18.6% |
| Q2 2020 | $353,000 | +30.7% | 17,636 | 0.0% | 0.10% | +18.3% |
| Q1 2020 | $270,000 | -64.0% | 17,636 | -9.3% | 0.08% | -69.2% |
| Q1 2017 | $749,000 | -7.3% | 19,444 | 0.0% | 0.27% | -12.8% |
| Q4 2016 | $808,000 | +36.5% | 19,444 | 0.0% | 0.30% | +43.2% |
| Q3 2016 | $592,000 | -14.8% | 19,444 | +7.3% | 0.21% | -15.8% |
| Q2 2016 | $695,000 | +2.1% | 18,129 | -7.5% | 0.25% | +2.4% |
| Q1 2016 | $681,000 | – | 19,590 | – | 0.25% | – |
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% |