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 2022 | $47,000 | +34.3% | 1,154 | 0.0% | 0.02% | +42.9% |
| Q4 2021 | $35,000 | +6.1% | 1,154 | 0.0% | 0.01% | -26.3% |
| Q3 2021 | $33,000 | -2.9% | 1,154 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $34,000 | +13.3% | 1,154 | 0.0% | 0.02% | +11.8% |
| Q1 2021 | $30,000 | +30.4% | 1,154 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $23,000 | +27.8% | 1,154 | 0.0% | 0.02% | +30.8% |
| Q3 2020 | $18,000 | -21.7% | 1,154 | 0.0% | 0.01% | -31.6% |
| Q2 2020 | $23,000 | +27.8% | 1,154 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $18,000 | -51.4% | 1,154 | 0.0% | 0.02% | -25.0% |
| Q4 2019 | $37,000 | 0.0% | 1,154 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $37,000 | -7.5% | 1,154 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $40,000 | -4.8% | 1,154 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $42,000 | +16.7% | 1,154 | 0.0% | 0.03% | +92.9% |
| Q4 2018 | $36,000 | -25.0% | 1,154 | 0.0% | 0.01% | -48.1% |
| Q3 2018 | $48,000 | 0.0% | 1,154 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $48,000 | +11.6% | 1,154 | 0.0% | 0.03% | +11.5% |
| Q1 2018 | $43,000 | – | 1,154 | – | 0.03% | – |
Download | ||||||
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% |