ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 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 | $209,354 | +3.6% | 4,413 | +1.5% | 0.08% | -1.2% |
| Q4 2022 | $202,174 | +33.0% | 4,348 | -19.3% | 0.09% | +56.4% |
| Q3 2021 | $152,000 | -41.8% | 5,390 | -33.7% | 0.06% | -56.7% |
| Q4 2019 | $261,000 | -33.9% | 8,128 | -34.7% | 0.13% | -41.2% |
| Q3 2019 | $395,000 | +3.9% | 12,452 | +12.6% | 0.22% | +0.5% |
| Q2 2019 | $380,000 | -3.8% | 11,058 | +0.8% | 0.22% | -7.7% |
| Q1 2019 | $395,000 | +16.5% | 10,971 | +0.7% | 0.23% | +5.9% |
| Q4 2018 | $339,000 | – | 10,890 | – | 0.22% | – |
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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% |