ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,007,000 | -1.9% | 93,603 | -3.0% | 0.89% | -16.0% |
| Q3 2019 | $3,065,000 | -8.9% | 96,490 | -1.4% | 1.06% | +6512.5% |
| Q2 2019 | $3,366,000 | -8.1% | 97,820 | -3.8% | 0.02% | -20.0% |
| Q1 2019 | $3,664,000 | +14.2% | 101,688 | -1.2% | 0.02% | -92.0% |
| Q4 2018 | $3,208,000 | – | 102,954 | – | 0.25% | – |
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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% |