ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,194 | -1.5% | 75 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $3,243 | -83.4% | 74 | -85.1% | 0.00% | -83.3% |
| Q4 2022 | $19,537 | -2.3% | 497 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -48.7% | 497 | -52.0% | 0.01% | -45.5% |
| Q2 2022 | $39,000 | +129.4% | 1,035 | +143.5% | 0.01% | +175.0% |
| Q1 2022 | $17,000 | – | 425 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | -14.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 207 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | – | 207 | – | 0.00% | – |
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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% |