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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $64,132 | -2.1% | 1,497 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $65,494 | +23.6% | 1,497 | +31.3% | 0.01% | +14.3% |
| Q4 2022 | $52,999 | +17.8% | 1,140 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $45,000 | +4.7% | 1,140 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $43,000 | -8.5% | 1,140 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | +38.2% | 1,140 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $34,000 | +6.2% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +10.0% | 1,140 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +30.4% | 1,160 | +1.8% | 0.00% | +33.3% |
| Q4 2020 | $23,000 | +27.8% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -30.8% | 1,140 | -13.0% | 0.00% | -40.0% |
| Q2 2020 | $26,000 | -18.8% | 1,310 | -36.4% | 0.01% | -16.7% |
| Q1 2020 | $32,000 | +77.8% | 2,060 | +267.9% | 0.01% | +20.0% |
| Q4 2019 | $18,000 | 0.0% | 560 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | -5.3% | 560 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | -5.0% | 560 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $20,000 | -13.0% | 560 | -23.8% | 0.01% | -25.0% |
| Q4 2018 | $23,000 | -25.8% | 735 | 0.0% | 0.01% | -20.0% |
| Q3 2018 | $31,000 | 0.0% | 735 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $31,000 | +14.8% | 735 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $27,000 | -6.9% | 735 | 0.0% | 0.01% | -23.1% |
| Q4 2017 | $29,000 | +3.6% | 735 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $28,000 | -34.9% | 735 | -39.5% | 0.01% | -26.3% |
| Q2 2017 | $43,000 | – | 1,215 | – | 0.02% | – |
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% |