ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,493 | +113021.1% | 450 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $19 | -5.0% | 450 | 0.0% | 0.01% | -20.0% |
| Q1 2023 | $20 | -4.8% | 450 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $21 | -99.9% | 450 | 0.0% | 0.01% | +22.2% |
| Q3 2022 | $18,000 | +5.9% | 450 | 0.0% | 0.01% | +12.5% |
| Q2 2022 | $17,000 | -5.6% | 450 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $18,000 | +28.6% | 450 | 0.0% | 0.01% | +40.0% |
| Q4 2021 | $14,000 | +7.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $13,000 | +18.2% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | -8.3% | 450 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $12,000 | -50.0% | 450 | -62.5% | 0.01% | -50.0% |
| Q4 2020 | $24,000 | -4.0% | 1,200 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $25,000 | +4.2% | 1,200 | 0.0% | 0.01% | -13.3% |
| Q2 2020 | $24,000 | 0.0% | 1,200 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $24,000 | -38.5% | 1,200 | 0.0% | 0.02% | -36.0% |
| Q4 2019 | $39,000 | +2.6% | 1,200 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $38,000 | -7.3% | 1,200 | 0.0% | 0.03% | -10.0% |
| Q2 2019 | $41,000 | -4.7% | 1,200 | 0.0% | 0.03% | -9.1% |
| Q1 2019 | $43,000 | +16.2% | 1,200 | 0.0% | 0.03% | +3.1% |
| Q4 2018 | $37,000 | -15.9% | 1,200 | 0.0% | 0.03% | +3.2% |
| Q3 2018 | $44,000 | -12.0% | 1,200 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $50,000 | +13.6% | 1,200 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $44,000 | -8.3% | 1,200 | 0.0% | 0.03% | -18.4% |
| Q4 2017 | $48,000 | – | 1,200 | – | 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% |