ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,848,000 | -33.9% | 326,827 | -35.9% | 0.36% | -34.0% |
| Q2 2022 | $19,436,000 | -33.1% | 509,858 | -28.2% | 0.54% | -20.9% |
| Q1 2022 | $29,046,000 | +0.0% | 709,826 | -26.4% | 0.69% | -7.2% |
| Q4 2021 | $29,040,000 | +0.7% | 964,775 | -5.5% | 0.74% | -13.9% |
| Q3 2021 | $28,849,000 | -8.9% | 1,020,840 | -6.2% | 0.86% | -23.3% |
| Q2 2021 | $31,674,000 | +89.0% | 1,088,817 | +70.4% | 1.12% | +33.1% |
| Q1 2021 | $16,763,000 | +2872.2% | 639,087 | +1919.0% | 0.84% | +420.4% |
| Q1 2020 | $564,000 | +142.1% | 31,654 | +336.2% | 0.16% | +62.0% |
| Q4 2019 | $233,000 | -3.3% | 7,257 | +3.4% | 0.10% | -26.5% |
| Q2 2019 | $241,000 | – | 7,017 | – | 0.14% | – |
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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% |