ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,371 | +10.7% | 5,595 | 0.0% | 0.06% | +19.2% |
| Q2 2023 | $239,690 | -2.1% | 5,595 | 0.0% | 0.05% | -7.1% |
| Q1 2023 | $244,782 | -5.9% | 5,595 | 0.0% | 0.06% | -9.7% |
| Q4 2022 | $260,112 | +18.2% | 5,595 | 0.0% | 0.06% | +12.7% |
| Q3 2022 | $220,000 | +3.3% | 5,595 | 0.0% | 0.06% | +5.8% |
| Q2 2022 | $213,000 | -7.0% | 5,595 | 0.0% | 0.05% | +10.6% |
| Q1 2022 | $229,000 | +36.3% | 5,595 | 0.0% | 0.05% | +46.9% |
| Q4 2021 | $168,000 | +6.3% | 5,595 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $158,000 | -3.1% | 5,595 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $163,000 | +37.0% | 5,595 | +96.8% | 0.04% | -31.5% |
| Q2 2018 | $119,000 | +13.3% | 2,843 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $105,000 | +81.0% | 2,843 | +93.0% | 0.05% | +63.6% |
| Q4 2017 | $58,000 | – | 1,473 | – | 0.03% | – |
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% |