ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,310 | -1.5% | 334 | +0.6% | 0.02% | 0.0% |
| Q1 2023 | $14,529 | -5.1% | 332 | +0.9% | 0.02% | +25.0% |
| Q4 2022 | $15,305 | +17.7% | 329 | +0.9% | 0.01% | +20.0% |
| Q3 2022 | $13,000 | +8.3% | 326 | +1.2% | 0.01% | +11.1% |
| Q2 2022 | $12,000 | -7.7% | 322 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | +30.0% | 319 | +0.6% | 0.01% | +50.0% |
| Q4 2021 | $10,000 | +11.1% | 317 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 314 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 310 | +0.6% | 0.01% | +20.0% |
| Q1 2021 | $8,000 | +33.3% | 308 | +0.3% | 0.01% | +25.0% |
| Q4 2020 | $6,000 | – | 307 | – | 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% |