Tevis Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Tevis Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$22,000
+4.8%
5480.0%0.02%
+5.0%
Q2 2022$21,000
-86.9%
548
-85.9%
0.02%
-86.2%
Q1 2022$160,000
-9.1%
3,894
-33.7%
0.14%
-5.2%
Q4 2021$176,0005,8690.15%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders