ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401,197 | -10.6% | 8,624 | -12.9% | 0.18% | -22.6% |
| Q3 2022 | $449,000 | -47.3% | 9,897 | -56.0% | 0.24% | -44.8% |
| Q2 2022 | $852,000 | -30.8% | 22,518 | -24.8% | 0.43% | -26.7% |
| Q1 2022 | $1,231,000 | -2.2% | 29,959 | -19.5% | 0.58% | +1.8% |
| Q4 2021 | $1,259,000 | +7.4% | 37,205 | -3.1% | 0.57% | -7.9% |
| Q3 2021 | $1,172,000 | -9.9% | 38,384 | -17.4% | 0.62% | +3.3% |
| Q2 2021 | $1,301,000 | +30.8% | 46,478 | +19.5% | 0.60% | +20.2% |
| Q1 2021 | $995,000 | +1813.5% | 38,881 | +2719.5% | 0.50% | +984.8% |
| Q3 2017 | $52,000 | +6.1% | 1,379 | -0.3% | 0.05% | -4.2% |
| Q2 2017 | $49,000 | – | 1,383 | – | 0.05% | – |
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% |