ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $596,663 | -5.9% | 13,638 | 0.0% | 0.26% | -12.6% |
| Q4 2022 | $634,031 | +12.4% | 13,638 | -5.0% | 0.30% | +3.4% |
| Q3 2022 | $564,000 | +2.9% | 14,349 | -0.1% | 0.29% | +7.4% |
| Q2 2022 | $548,000 | -48.4% | 14,364 | -44.7% | 0.27% | -39.6% |
| Q1 2022 | $1,063,000 | +25.9% | 25,973 | -17.8% | 0.45% | +14.5% |
| Q2 2021 | $844,000 | -1.9% | 31,590 | -3.7% | 0.39% | -10.9% |
| Q1 2021 | $860,000 | -17.4% | 32,798 | -36.2% | 0.44% | -22.8% |
| Q4 2020 | $1,041,000 | +54.2% | 51,419 | +52.5% | 0.57% | +20.5% |
| Q2 2020 | $675,000 | – | 33,709 | – | 0.47% | – |
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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% |