ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 301 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,662,341 | +13.3% | 56,132 | +2.3% | 1.88% | +17.5% |
| Q2 2023 | $2,349,603 | +117911.2% | 54,846 | +28.0% | 1.60% | -7.1% |
| Q4 2022 | $1,991 | -99.9% | 42,835 | -1.6% | 1.72% | +2.1% |
| Q3 2022 | $1,711,000 | +0.6% | 43,527 | -2.5% | 1.68% | +12.3% |
| Q2 2022 | $1,701,000 | -6.6% | 44,630 | +0.3% | 1.50% | +9.7% |
| Q1 2022 | $1,821,000 | +60.9% | 44,499 | +18.3% | 1.37% | +65.1% |
| Q4 2021 | $1,132,000 | +4.4% | 37,616 | -2.0% | 0.83% | -4.3% |
| Q3 2021 | $1,084,000 | +12.3% | 38,373 | +15.6% | 0.86% | +18.5% |
| Q2 2021 | $965,000 | +14.7% | 33,187 | +3.6% | 0.73% | +6.4% |
| Q1 2021 | $841,000 | +43.5% | 32,047 | +10.6% | 0.69% | +34.2% |
| Q4 2020 | $586,000 | +36.6% | 28,970 | +7.9% | 0.51% | +20.2% |
| Q3 2020 | $429,000 | -23.7% | 26,860 | -4.4% | 0.42% | -27.5% |
| Q2 2020 | $562,000 | +27.7% | 28,091 | -2.2% | 0.59% | +1.4% |
| Q1 2020 | $440,000 | -59.3% | 28,721 | -14.7% | 0.58% | -45.9% |
| Q4 2019 | $1,081,000 | – | 33,666 | – | 1.07% | – |
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% |