ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $348 | -99.9% | 7,504 | +3.7% | 0.04% | +34.6% |
| Q3 2022 | $284,000 | +8.8% | 7,236 | +5.5% | 0.03% | -7.1% |
| Q2 2022 | $261,000 | -43.8% | 6,856 | -39.6% | 0.03% | -40.4% |
| Q1 2022 | $464,000 | +41.9% | 11,356 | +4.3% | 0.05% | +46.9% |
| Q4 2021 | $327,000 | -9.2% | 10,883 | -14.6% | 0.03% | -17.9% |
| Q3 2021 | $360,000 | +4.0% | 12,748 | +7.0% | 0.04% | +2.6% |
| Q2 2021 | $346,000 | – | 11,913 | – | 0.04% | – |
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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% |