ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,616 | +0.7% | 1,025 | -9.1% | 0.04% | +5.1% |
| Q2 2023 | $48,281 | -2.1% | 1,127 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $49,306 | -5.9% | 1,127 | 0.0% | 0.04% | -8.9% |
| Q4 2022 | $52,394 | -14.1% | 1,127 | -28.5% | 0.04% | -19.6% |
| Q3 2022 | $61,000 | +1.7% | 1,577 | 0.0% | 0.06% | +7.7% |
| Q2 2022 | $60,000 | -7.7% | 1,577 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $65,000 | +38.3% | 1,577 | 0.0% | 0.05% | +39.5% |
| Q4 2021 | $47,000 | – | 1,577 | – | 0.04% | – |
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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% |