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 | $347,662 | +0.0% | 7,330 | -9.7% | 0.08% | +7.7% |
| Q2 2023 | $347,561 | -2.1% | 8,113 | 0.0% | 0.08% | -8.2% |
| Q1 2023 | $354,944 | -11.7% | 8,113 | -6.2% | 0.08% | -14.1% |
| Q4 2022 | $401,999 | +20.0% | 8,647 | +1.6% | 0.10% | +13.8% |
| Q3 2022 | $335,000 | -5.9% | 8,511 | -8.9% | 0.09% | +33.8% |
| Q2 2022 | $356,000 | +1171.4% | 9,343 | +774.0% | 0.06% | +983.3% |
| Q1 2021 | $28,000 | – | 1,069 | – | 0.01% | – |
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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% |