ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 329 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,168 | +6.3% | 7,425 | -4.0% | 0.03% | -15.4% |
| Q2 2023 | $331,177 | +0.5% | 7,731 | +2.7% | 0.04% | 0.0% |
| Q1 2023 | $329,422 | -11.6% | 7,530 | -6.0% | 0.04% | -20.4% |
| Q4 2022 | $372,478 | +20.9% | 8,012 | +2.4% | 0.05% | +4.3% |
| Q3 2022 | $308,000 | +10.4% | 7,824 | +6.8% | 0.05% | +11.9% |
| Q2 2022 | $279,000 | -4.8% | 7,324 | +2.4% | 0.04% | +10.5% |
| Q1 2022 | $293,000 | +551.1% | 7,153 | +346.2% | 0.04% | +533.3% |
| Q3 2021 | $45,000 | -32.8% | 1,603 | -30.6% | 0.01% | -25.0% |
| Q2 2021 | $67,000 | +191.3% | 2,311 | +159.7% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | +666.7% | 890 | +394.4% | 0.00% | +300.0% |
| Q4 2020 | $3,000 | -99.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,912,000 | -16.8% | 180 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $3,502,000 | +1103.4% | 180 | +1700.0% | 0.00% | – |
| Q4 2019 | $291,000 | – | 10 | – | 0.00% | – |
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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% |