ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $9,000 | -43.8% | 236 | -39.6% | 0.00% | -33.3% |
| Q1 2022 | $16,000 | +45.5% | 391 | +3.7% | 0.00% | +50.0% |
| Q4 2021 | $11,000 | -8.3% | 377 | -12.9% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -29.4% | 433 | -27.1% | 0.00% | -33.3% |
| Q2 2021 | $17,000 | -54.1% | 594 | -42.0% | 0.00% | -88.9% |
| Q1 2018 | $37,000 | +12.1% | 1,025 | +24.2% | 0.03% | +8.0% |
| Q4 2017 | $33,000 | -10.8% | 825 | -16.7% | 0.02% | -24.2% |
| Q3 2017 | $37,000 | -11.9% | 990 | -16.8% | 0.03% | -25.0% |
| Q2 2017 | $42,000 | -8.7% | 1,190 | 0.0% | 0.04% | -8.3% |
| Q1 2017 | $46,000 | -6.1% | 1,190 | 0.0% | 0.05% | -28.4% |
| Q4 2016 | $49,000 | – | 1,190 | – | 0.07% | – |
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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% |