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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $745,837 | -5.3% | 15,725 | -14.4% | 0.13% | -3.6% |
Q2 2023 | $787,399 | +2.9% | 18,380 | +5.0% | 0.14% | -2.8% |
Q1 2023 | $765,538 | +2.5% | 17,498 | +8.9% | 0.14% | -13.3% |
Q4 2022 | $747,141 | +2.2% | 16,071 | -13.6% | 0.16% | -6.8% |
Q3 2022 | $731,000 | +22.4% | 18,604 | +18.9% | 0.18% | +26.4% |
Q2 2022 | $597,000 | -83.6% | 15,649 | -87.5% | 0.14% | -78.9% |
Q2 2021 | $3,640,000 | +18.2% | 125,123 | +6.6% | 0.66% | +9.4% |
Q1 2021 | $3,079,000 | – | 117,387 | – | 0.61% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
EQ LLC | 128,528 | $3,869,000 | 2.70% |
HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |