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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $449,329 | -53.8% | 10,270 | -59.7% | 0.12% | -58.7% |
| Q4 2022 | $972,206 | +230.7% | 25,499 | +237.2% | 0.28% | +223.0% |
| Q3 2022 | $294,000 | -69.1% | 7,562 | -70.3% | 0.09% | -68.5% |
| Q2 2022 | $952,000 | -51.6% | 25,504 | -47.0% | 0.28% | -42.7% |
| Q1 2022 | $1,965,000 | +35.6% | 48,079 | -0.4% | 0.48% | +43.0% |
| Q4 2021 | $1,449,000 | -6.3% | 48,289 | -12.0% | 0.34% | -13.4% |
| Q3 2021 | $1,547,000 | -25.6% | 54,844 | -22.7% | 0.39% | -25.9% |
| Q2 2021 | $2,078,000 | +26.9% | 70,987 | +13.3% | 0.52% | +16.7% |
| Q1 2021 | $1,638,000 | +345.1% | 62,659 | +446.2% | 0.45% | +228.5% |
| Q4 2019 | $368,000 | +9.9% | 11,472 | +8.0% | 0.14% | +2.2% |
| Q3 2019 | $335,000 | -1.2% | 10,623 | +6.2% | 0.13% | -3.6% |
| Q2 2019 | $339,000 | +0.3% | 10,006 | +6.4% | 0.14% | -4.1% |
| Q1 2019 | $338,000 | -85.5% | 9,402 | -84.1% | 0.14% | -90.2% |
| Q4 2017 | $2,333,000 | -4.5% | 58,960 | -9.8% | 1.48% | -8.7% |
| Q3 2017 | $2,444,000 | +15.4% | 65,331 | +9.6% | 1.62% | +7.3% |
| Q2 2017 | $2,117,000 | – | 59,597 | – | 1.51% | – |
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% |