ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,284 | +7.4% | 10,337 | -3.0% | 0.00% | +33.3% |
| Q2 2023 | $456,417 | -7.4% | 10,654 | -5.5% | 0.00% | -25.0% |
| Q1 2023 | $493,150 | -9.5% | 11,272 | -3.9% | 0.00% | 0.0% |
| Q4 2022 | $545,000 | -8.1% | 11,730 | -22.2% | 0.00% | -20.0% |
| Q3 2022 | $593,000 | -3.6% | 15,076 | -6.5% | 0.01% | 0.0% |
| Q2 2022 | $615,000 | -27.0% | 16,127 | -21.7% | 0.01% | -16.7% |
| Q1 2022 | $843,000 | +39.1% | 20,594 | +2.3% | 0.01% | +50.0% |
| Q4 2021 | $606,000 | +3.8% | 20,123 | -2.5% | 0.00% | 0.0% |
| Q3 2021 | $584,000 | +15.6% | 20,648 | +19.0% | 0.00% | 0.0% |
| Q2 2021 | $505,000 | +76.6% | 17,357 | +59.0% | 0.00% | +33.3% |
| Q1 2021 | $286,000 | -22.1% | 10,917 | -52.6% | 0.00% | -25.0% |
| Q3 2020 | $367,000 | +18.4% | 23,014 | +48.7% | 0.00% | 0.0% |
| Q2 2020 | $310,000 | +31.4% | 15,479 | +0.2% | 0.00% | +33.3% |
| Q1 2020 | $236,000 | -49.1% | 15,442 | +6.8% | 0.00% | -40.0% |
| Q4 2019 | $464,000 | +8.9% | 14,458 | +16.8% | 0.01% | 0.0% |
| Q3 2019 | $426,000 | -4.9% | 12,381 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $448,000 | 0.0% | 13,022 | +4.7% | 0.01% | -16.7% |
| Q1 2019 | $448,000 | +32.2% | 12,436 | +14.1% | 0.01% | +20.0% |
| Q4 2018 | $339,000 | +11.5% | 10,895 | +50.5% | 0.01% | +25.0% |
| Q3 2018 | $304,000 | 0.0% | 7,239 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $304,000 | -99.9% | 7,243 | -24.1% | 0.00% | 0.0% |
| Q1 2018 | $352,990,000 | +26.2% | 9,548 | +35.3% | 0.00% | +33.3% |
| Q4 2017 | $279,731,000 | +10.8% | 7,055 | +4.6% | 0.00% | 0.0% |
| Q3 2017 | $252,540,000 | +13.1% | 6,747 | +7.2% | 0.00% | 0.0% |
| Q2 2017 | $223,331,000 | – | 6,291 | – | 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% |