ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,334 | -4.3% | 22,398 | -13.6% | 0.02% | 0.0% |
| Q2 2023 | $1,109,942 | +75560.7% | 25,909 | -22.7% | 0.02% | -36.7% |
| Q1 2023 | $1,467 | -50.4% | 33,537 | -47.3% | 0.03% | -62.5% |
| Q4 2022 | $2,957 | -99.9% | 63,605 | +0.5% | 0.08% | 0.0% |
| Q3 2022 | $2,489,000 | +13.1% | 63,307 | +9.6% | 0.08% | +15.9% |
| Q2 2022 | $2,201,000 | -29.7% | 57,746 | -24.5% | 0.07% | -28.1% |
| Q1 2022 | $3,129,000 | +31.5% | 76,473 | -3.3% | 0.10% | +35.2% |
| Q4 2021 | $2,380,000 | -61.9% | 79,084 | -64.2% | 0.07% | -65.0% |
| Q3 2021 | $6,239,000 | -18.3% | 220,770 | -15.9% | 0.20% | -25.1% |
| Q2 2021 | $7,636,000 | +399.4% | 262,491 | +350.2% | 0.27% | +330.2% |
| Q1 2021 | $1,529,000 | – | 58,311 | – | 0.06% | – |
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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% |