ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,283 | +9.6% | 6,816 | -1.0% | 0.15% | +11.5% |
| Q2 2023 | $295,082 | -2.1% | 6,888 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $301,350 | -5.9% | 6,888 | 0.0% | 0.13% | -9.2% |
| Q4 2022 | $320,223 | +7.8% | 6,888 | -8.8% | 0.14% | -0.7% |
| Q3 2022 | $297,000 | +3.1% | 7,551 | 0.0% | 0.14% | +8.3% |
| Q2 2022 | $288,000 | -12.7% | 7,551 | -6.5% | 0.13% | -2.9% |
| Q1 2022 | $330,000 | +16.2% | 8,074 | -14.3% | 0.14% | +23.6% |
| Q4 2021 | $284,000 | -11.2% | 9,425 | -16.8% | 0.11% | -15.4% |
| Q3 2021 | $320,000 | -3.3% | 11,323 | -0.4% | 0.13% | -4.4% |
| Q2 2021 | $331,000 | -4.9% | 11,373 | -14.3% | 0.14% | -11.7% |
| Q1 2021 | $348,000 | +13.0% | 13,276 | -12.7% | 0.15% | +6.9% |
| Q4 2020 | $308,000 | – | 15,213 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |