ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,120 | +121.4% | 1,604 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $34,377 | -1.5% | 802 | +0.5% | 0.00% | -33.3% |
| Q1 2023 | $34,915 | -5.1% | 798 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $36,789 | +18.7% | 791 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | +3.3% | 785 | +1.2% | 0.00% | +50.0% |
| Q2 2022 | $30,000 | +1400.0% | 776 | +1452.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 50 | -26.5% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 68 | +36.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 50 | – | 0.00% | – |
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% |