ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,113,740 | +0.7% | 24,805 | -1.4% | 0.92% | +14.8% |
| Q2 2023 | $1,106,030 | +4.6% | 25,148 | 0.0% | 0.80% | +3.6% |
| Q1 2023 | $1,057,745 | -20.4% | 25,148 | -9.8% | 0.77% | -24.2% |
| Q4 2022 | $1,328,140 | +8.2% | 27,873 | -1.8% | 1.02% | -7.7% |
| Q3 2022 | $1,228,000 | +13.3% | 28,371 | -5.6% | 1.10% | +11.4% |
| Q2 2022 | $1,084,000 | -19.0% | 30,046 | -5.0% | 0.99% | -3.2% |
| Q1 2022 | $1,339,000 | +8.4% | 31,620 | -11.8% | 1.02% | +18.8% |
| Q4 2021 | $1,235,000 | +8.4% | 35,857 | -3.8% | 0.86% | +2.7% |
| Q3 2021 | $1,139,000 | +7.8% | 37,287 | -0.2% | 0.84% | +14.2% |
| Q2 2021 | $1,057,000 | -51.9% | 37,353 | -54.3% | 0.73% | -9.4% |
| Q1 2021 | $2,196,000 | +144.0% | 81,670 | +104.1% | 0.81% | +16.6% |
| Q4 2020 | $900,000 | +44.9% | 40,014 | +3.8% | 0.69% | +31.7% |
| Q3 2020 | $621,000 | +0.5% | 38,538 | +20.1% | 0.53% | -13.2% |
| Q2 2020 | $618,000 | +54.1% | 32,089 | +22.5% | 0.61% | +34.0% |
| Q1 2020 | $401,000 | -46.1% | 26,193 | +13.0% | 0.45% | -28.9% |
| Q4 2019 | $744,000 | +8.8% | 23,187 | +1.5% | 0.64% | +2.1% |
| Q3 2019 | $684,000 | -12.5% | 22,840 | +0.5% | 0.62% | -12.2% |
| Q2 2019 | $782,000 | -2.5% | 22,722 | -1.2% | 0.71% | -3.7% |
| Q1 2019 | $802,000 | +1.9% | 22,991 | -0.1% | 0.74% | -0.1% |
| Q4 2018 | $787,000 | -2.8% | 23,025 | +4.4% | 0.74% | -0.4% |
| Q3 2018 | $810,000 | -14.6% | 22,059 | -2.5% | 0.74% | -30.6% |
| Q2 2018 | $949,000 | +14.5% | 22,631 | +0.9% | 1.07% | +47.7% |
| Q1 2018 | $829,000 | +7.2% | 22,431 | +15.0% | 0.72% | -5.6% |
| Q4 2017 | $773,000 | – | 19,504 | – | 0.77% | – |
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% |