ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $165,776 | -3.5% | 3,495 | -12.8% | 0.02% | +5.6% |
Q2 2023 | $171,779 | -2.4% | 4,010 | -0.3% | 0.02% | -5.3% |
Q1 2023 | $175,925 | -94.5% | 4,021 | -95.2% | 0.02% | -95.0% |
Q2 2022 | $3,173,000 | -49.8% | 83,244 | -46.1% | 0.38% | -39.7% |
Q1 2022 | $6,320,000 | +53.9% | 154,459 | +13.2% | 0.63% | +52.7% |
Q4 2021 | $4,106,000 | +0.6% | 136,418 | -5.6% | 0.41% | -4.4% |
Q3 2021 | $4,082,000 | -26.2% | 144,461 | -24.0% | 0.43% | -27.3% |
Q2 2021 | $5,528,000 | +48.7% | 190,024 | +34.1% | 0.59% | +27.5% |
Q1 2021 | $3,718,000 | – | 141,756 | – | 0.46% | – |
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% |