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 | $68,593,734 | +10.2% | 1,446,210 | -0.5% | 2.53% | +7.8% |
| Q2 2023 | $62,261,893 | -2.8% | 1,453,359 | -0.7% | 2.35% | -11.6% |
| Q1 2023 | $64,046,411 | -0.9% | 1,463,918 | +5.3% | 2.66% | -9.0% |
| Q4 2022 | $64,624,116 | +5128.5% | 1,390,065 | +3079.4% | 2.92% | +1462.6% |
| Q3 2021 | $1,236,000 | +89.3% | 43,721 | +94.6% | 0.19% | +54.5% |
| Q2 2021 | $653,000 | +119.1% | 22,462 | +97.9% | 0.12% | +65.8% |
| Q1 2021 | $298,000 | – | 11,349 | – | 0.07% | – |
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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% |