ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |