ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 186 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $314,000 | -20.9% | 9,135 | -17.2% | 0.01% | -26.3% |
| Q1 2019 | $397,000 | +15.7% | 11,035 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $343,000 | -26.6% | 11,035 | -0.9% | 0.02% | -14.3% |
| Q3 2018 | $467,000 | -15.1% | 11,135 | -15.2% | 0.02% | -22.2% |
| Q2 2018 | $550,000 | -47.1% | 13,135 | -53.3% | 0.03% | -48.1% |
| Q1 2018 | $1,040,000 | -24.9% | 28,135 | -19.5% | 0.05% | -20.0% |
| Q4 2017 | $1,385,000 | +6.0% | 34,935 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $1,307,000 | +4.0% | 34,935 | -1.4% | 0.06% | +1.6% |
| Q2 2017 | $1,257,000 | -8.4% | 35,435 | -0.6% | 0.06% | -11.3% |
| Q1 2017 | $1,373,000 | -7.2% | 35,635 | 0.0% | 0.07% | -10.1% |
| Q4 2016 | $1,480,000 | -7.3% | 35,635 | -13.0% | 0.08% | -7.1% |
| Q3 2016 | $1,597,000 | -2.2% | 40,950 | -3.8% | 0.08% | -5.6% |
| Q2 2016 | $1,633,000 | -9.1% | 42,575 | -17.6% | 0.09% | -8.2% |
| Q1 2016 | $1,797,000 | -16.2% | 51,675 | -18.4% | 0.10% | -16.2% |
| Q4 2015 | $2,144,000 | +89.2% | 63,325 | +91.7% | 0.12% | +82.8% |
| Q3 2015 | $1,133,000 | – | 33,035 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |