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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,605,000 | -23.1% | 142,576 | -25.4% | 0.22% | -15.2% |
| Q2 2022 | $7,286,000 | +475.1% | 191,113 | +517.2% | 0.26% | +592.1% |
| Q1 2022 | $1,267,000 | -96.7% | 30,963 | -97.6% | 0.04% | -91.5% |
| Q2 2021 | $38,022,000 | +1947.5% | 1,307,036 | +2320.4% | 0.45% | +3100.0% |
| Q2 2019 | $1,857,000 | +186.1% | 54,000 | +200.0% | 0.01% | -6.7% |
| Q1 2019 | $649,000 | +131.8% | 18,000 | +100.0% | 0.02% | +200.0% |
| Q4 2018 | $280,000 | – | 9,000 | – | 0.01% | – |
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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% |