ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,252 | -3.1% | 15,291 | -12.5% | 0.05% | +2.0% |
| Q2 2023 | $748,595 | -10.5% | 17,474 | -8.6% | 0.05% | -14.0% |
| Q1 2023 | $836,150 | -79.5% | 19,112 | -78.2% | 0.06% | -80.3% |
| Q4 2022 | $4,078,724 | +1.3% | 87,733 | -14.3% | 0.29% | -3.0% |
| Q3 2022 | $4,025,000 | -54.3% | 102,391 | -55.7% | 0.30% | -53.7% |
| Q2 2022 | $8,801,000 | -36.5% | 230,875 | -31.8% | 0.64% | -31.0% |
| Q1 2022 | $13,852,000 | +35.3% | 338,505 | -0.5% | 0.93% | +14.1% |
| Q4 2021 | $10,239,000 | +5.0% | 340,170 | -1.4% | 0.82% | -4.0% |
| Q3 2021 | $9,747,000 | -14.2% | 344,894 | -11.7% | 0.85% | -15.6% |
| Q2 2021 | $11,362,000 | +33.7% | 390,582 | +20.6% | 1.01% | +19.0% |
| Q1 2021 | $8,496,000 | +2571.7% | 323,887 | +3873.6% | 0.85% | +631.0% |
| Q3 2016 | $318,000 | – | 8,151 | – | 0.12% | – |
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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% |