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 | $174,408 | -16.7% | 3,986 | -11.5% | 0.01% | -30.8% |
| Q4 2022 | $209,388 | +3.7% | 4,504 | -12.4% | 0.01% | -7.1% |
| Q3 2022 | $202,000 | +13.5% | 5,144 | +10.1% | 0.01% | +16.7% |
| Q2 2022 | $178,000 | -35.3% | 4,673 | -30.8% | 0.01% | -29.4% |
| Q1 2022 | $275,000 | -41.2% | 6,749 | -56.6% | 0.02% | -41.4% |
| Q4 2021 | $468,000 | +111.8% | 15,552 | +99.1% | 0.03% | +93.3% |
| Q3 2021 | $221,000 | +27.0% | 7,813 | +30.8% | 0.02% | +15.4% |
| Q2 2021 | $174,000 | +6.1% | 5,973 | -4.4% | 0.01% | -7.1% |
| Q1 2021 | $164,000 | +21.5% | 6,246 | -6.1% | 0.01% | +16.7% |
| Q4 2020 | $135,000 | -40.0% | 6,652 | -53.7% | 0.01% | -20.0% |
| Q3 2020 | $225,000 | +53.1% | 14,377 | +96.2% | 0.02% | -21.1% |
| Q2 2020 | $147,000 | +33.6% | 7,329 | +2.2% | 0.02% | 0.0% |
| Q1 2020 | $110,000 | -48.4% | 7,168 | +7.9% | 0.02% | -29.6% |
| Q4 2019 | $213,000 | +8.7% | 6,643 | +7.9% | 0.03% | -15.6% |
| Q3 2019 | $196,000 | -6.2% | 6,158 | +1.4% | 0.03% | -22.0% |
| Q2 2019 | $209,000 | – | 6,074 | – | 0.04% | – |
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% |