ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,038,129 | +947.4% | 105,487 | +734.7% | 0.34% | +655.6% |
| Q2 2022 | $481,000 | -58.6% | 12,637 | -55.5% | 0.04% | -54.1% |
| Q1 2022 | $1,162,000 | +66.5% | 28,420 | +22.4% | 0.10% | +66.1% |
| Q4 2021 | $698,000 | +9.7% | 23,217 | +3.0% | 0.06% | -18.1% |
| Q3 2021 | $636,000 | -45.0% | 22,536 | -43.4% | 0.07% | -48.2% |
| Q2 2021 | $1,157,000 | +110.7% | 39,801 | +90.1% | 0.14% | +58.0% |
| Q1 2021 | $549,000 | – | 20,940 | – | 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% |