ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $183,063 | -85.2% | 11,343 | -57.4% | 0.01% | -81.8% |
| Q4 2022 | $1,239,089 | +29.5% | 26,653 | +9.5% | 0.06% | -1.8% |
| Q3 2022 | $957,000 | -0.2% | 24,351 | -2.0% | 0.06% | -34.1% |
| Q2 2022 | $959,000 | -8.7% | 24,841 | -3.2% | 0.08% | +44.1% |
| Q1 2022 | $1,050,000 | +95.2% | 25,649 | +43.6% | 0.06% | +31.1% |
| Q4 2021 | $538,000 | +53700.0% | 17,867 | +74345.8% | 0.04% | – |
| Q1 2021 | $1,000 | -50.0% | 24 | -76.5% | 0.00% | – |
| Q4 2020 | $2,000 | – | 102 | – | 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% |