ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,567 | +10.7% | 750 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $32,125 | -3.2% | 750 | -1.1% | 0.02% | -11.1% |
| Q1 2023 | $33,181 | -5.6% | 758 | +0.3% | 0.02% | -10.0% |
| Q4 2022 | $35,134 | +21.2% | 756 | +0.9% | 0.02% | +17.6% |
| Q3 2022 | $29,000 | 0.0% | 749 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $29,000 | -6.5% | 749 | +0.3% | 0.02% | +20.0% |
| Q1 2022 | $31,000 | +34.8% | 747 | -4.2% | 0.02% | +36.4% |
| Q4 2021 | $23,000 | -4.2% | 780 | -9.6% | 0.01% | -26.7% |
| Q3 2021 | $24,000 | – | 863 | +8530.0% | 0.02% | – |
| Q2 2021 | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | – | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 10 | – | 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% |