ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,494 | +31.9% | 6,457 | +40.2% | 0.01% | +20.0% |
| Q4 2022 | $214,173 | -23.8% | 4,606 | -37.5% | 0.01% | -37.5% |
| Q2 2022 | $281,000 | -20.8% | 7,374 | -15.1% | 0.02% | -20.0% |
| Q1 2022 | $355,000 | +46.1% | 8,686 | +7.6% | 0.02% | +42.9% |
| Q4 2021 | $243,000 | +18.0% | 8,071 | +10.7% | 0.01% | 0.0% |
| Q3 2021 | $206,000 | -4.2% | 7,293 | -1.2% | 0.01% | -6.7% |
| Q2 2021 | $215,000 | – | 7,383 | – | 0.02% | – |
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% |