ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,169 | +10.7% | 615 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $26,347 | -88.5% | 615 | -88.2% | 0.00% | -92.9% |
| Q1 2023 | $228,113 | -74.7% | 5,214 | -73.2% | 0.01% | -74.5% |
| Q4 2022 | $902,789 | +372.7% | 19,419 | +299.4% | 0.06% | +323.1% |
| Q3 2022 | $191,000 | +28.2% | 4,862 | +25.7% | 0.01% | +85.7% |
| Q2 2022 | $149,000 | +49.0% | 3,867 | +57.5% | 0.01% | +75.0% |
| Q1 2022 | $100,000 | +566.7% | 2,456 | +372.3% | 0.00% | +300.0% |
| Q4 2021 | $15,000 | -80.3% | 520 | -80.1% | 0.00% | -66.7% |
| Q3 2021 | $76,000 | -1.3% | 2,613 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | -28.7% | 2,613 | -36.2% | 0.00% | 0.0% |
| Q1 2021 | $108,000 | -18.8% | 4,096 | -31.3% | 0.00% | -40.0% |
| Q4 2020 | $133,000 | +44.6% | 5,960 | +3.3% | 0.01% | 0.0% |
| Q3 2020 | $92,000 | -20.0% | 5,767 | -3.4% | 0.01% | -16.7% |
| Q2 2020 | $115,000 | -6.5% | 5,967 | -27.9% | 0.01% | -25.0% |
| Q1 2020 | $123,000 | -67.4% | 8,274 | -29.8% | 0.01% | -60.0% |
| Q4 2019 | $377,000 | +30.0% | 11,780 | +29.6% | 0.02% | +17.6% |
| Q3 2019 | $290,000 | -7.1% | 9,090 | 0.0% | 0.02% | -10.5% |
| Q2 2019 | $312,000 | -8.2% | 9,090 | -3.8% | 0.02% | -13.6% |
| Q1 2019 | $340,000 | +14.9% | 9,450 | -1.3% | 0.02% | 0.0% |
| Q4 2018 | $296,000 | -28.0% | 9,575 | -2.3% | 0.02% | -18.5% |
| Q3 2018 | $411,000 | -20.7% | 9,805 | -20.7% | 0.03% | -32.5% |
| Q2 2018 | $518,000 | -15.2% | 12,368 | -25.2% | 0.04% | -24.5% |
| Q1 2018 | $611,000 | -8.0% | 16,533 | -1.3% | 0.05% | -10.2% |
| Q4 2017 | $664,000 | +7.3% | 16,753 | +1.1% | 0.06% | -3.3% |
| Q3 2017 | $619,000 | +10.1% | 16,564 | +4.5% | 0.06% | +5.2% |
| Q2 2017 | $562,000 | -6.8% | 15,854 | +1.2% | 0.06% | -7.9% |
| Q1 2017 | $603,000 | -13.0% | 15,667 | -6.2% | 0.06% | -30.8% |
| Q4 2016 | $693,000 | +2.1% | 16,695 | -4.2% | 0.09% | 0.0% |
| Q3 2016 | $679,000 | -48.1% | 17,418 | -48.7% | 0.09% | -52.1% |
| Q2 2016 | $1,308,000 | +130.3% | 33,931 | +104.7% | 0.19% | +118.4% |
| Q1 2016 | $568,000 | – | 16,576 | – | 0.09% | – |
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% |