ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $310,625 | -5.9% | 7,100 | 0.0% | 0.11% | -9.8% |
| Q4 2022 | $330,079 | +18.3% | 7,100 | 0.0% | 0.12% | +7.0% |
| Q3 2022 | $279,000 | +3.3% | 7,100 | 0.0% | 0.12% | +9.5% |
| Q2 2022 | $270,000 | -6.9% | 7,100 | 0.0% | 0.10% | +4.0% |
| Q1 2022 | $290,000 | +35.5% | 7,100 | 0.0% | 0.10% | +40.3% |
| Q4 2021 | $214,000 | +6.5% | 7,100 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $201,000 | -2.9% | 7,100 | 0.0% | 0.07% | -3.9% |
| Q2 2021 | $207,000 | +11.3% | 7,100 | 0.0% | 0.08% | +4.1% |
| Q1 2021 | $186,000 | +29.2% | 7,100 | 0.0% | 0.07% | +17.7% |
| Q4 2020 | $144,000 | +27.4% | 7,100 | 0.0% | 0.06% | +12.7% |
| Q3 2020 | $113,000 | -20.4% | 7,100 | 0.0% | 0.06% | -25.7% |
| Q2 2020 | $142,000 | -40.6% | 7,100 | -54.5% | 0.07% | -47.1% |
| Q1 2020 | $239,000 | – | 15,600 | – | 0.14% | – |
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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% |