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 2023 | $509,548 | +5.1% | 10,743 | -5.0% | 0.20% | +4.1% |
| Q2 2023 | $484,602 | -7.1% | 11,311 | -5.2% | 0.19% | -13.8% |
| Q1 2023 | $521,797 | -30.1% | 11,926 | -25.7% | 0.22% | -35.8% |
| Q4 2022 | $746,391 | -13.1% | 16,054 | -13.0% | 0.35% | -28.2% |
| Q3 2022 | $859,000 | -81.3% | 18,461 | -84.7% | 0.49% | -81.5% |
| Q2 2022 | $4,600,000 | -23.1% | 120,678 | -17.5% | 2.63% | -11.5% |
| Q1 2022 | $5,982,000 | +31.2% | 146,189 | -3.5% | 2.97% | +33.3% |
| Q4 2021 | $4,561,000 | +12.7% | 151,537 | +5.8% | 2.23% | -5.3% |
| Q3 2021 | $4,048,000 | +21.9% | 143,249 | +25.4% | 2.35% | +18.0% |
| Q2 2021 | $3,322,000 | – | 114,211 | – | 1.99% | – |
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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% |