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 | $41 | +10.8% | 864 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $37 | -2.6% | 864 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38 | -5.0% | 864 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $40 | -99.9% | 864 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $34,000 | +3.0% | 864 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $33,000 | -5.7% | 864 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $35,000 | +34.6% | 864 | 0.0% | 0.01% | +44.4% |
| Q4 2021 | $26,000 | +8.3% | 864 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,000 | +242.9% | 864 | +244.2% | 0.01% | +200.0% |
| Q2 2021 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $7,000 | +40.0% | 251 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $5,000 | 0.0% | 251 | -15.5% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 297 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $6,000 | +20.0% | 297 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -50.0% | 297 | 0.0% | 0.00% | -42.9% |
| Q4 2019 | $10,000 | +11.1% | 297 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 297 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $10,000 | -9.1% | 297 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $11,000 | – | 297 | – | 0.01% | – |
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% |