ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $412,738 | -9.0% | 9,434 | -3.3% | 0.05% | -14.8% |
| Q4 2022 | $453,556 | -2.0% | 9,756 | -17.2% | 0.06% | -9.0% |
| Q3 2022 | $463,000 | -54.6% | 11,788 | -56.0% | 0.07% | -56.5% |
| Q2 2022 | $1,020,000 | -39.9% | 26,765 | -35.5% | 0.15% | -37.1% |
| Q1 2022 | $1,697,000 | +170.7% | 41,468 | +99.1% | 0.24% | +191.7% |
| Q4 2021 | $627,000 | +45.8% | 20,826 | +36.8% | 0.08% | +42.4% |
| Q3 2021 | $430,000 | +489.0% | 15,227 | +509.6% | 0.06% | +436.4% |
| Q2 2021 | $73,000 | +43.1% | 2,498 | +28.0% | 0.01% | +57.1% |
| Q1 2021 | $51,000 | – | 1,951 | – | 0.01% | – |
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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% |