ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 140 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 3.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $270,000 | +1.5% | 8,387 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $266,000 | -15.6% | 8,387 | -8.2% | 0.00% | -25.0% |
| Q2 2019 | $315,000 | -5.7% | 9,137 | -1.3% | 0.00% | 0.0% |
| Q1 2019 | $334,000 | +15.6% | 9,262 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $289,000 | -25.7% | 9,262 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $389,000 | -3.0% | 9,262 | -3.0% | 0.01% | 0.0% |
| Q2 2018 | $401,000 | -45.4% | 9,552 | -51.8% | 0.01% | 0.0% |
| Q1 2018 | $734,000 | +80.8% | 19,804 | +93.5% | 0.01% | 0.0% |
| Q4 2017 | $406,000 | -19.3% | 10,237 | -23.8% | 0.01% | -28.6% |
| Q3 2017 | $503,000 | +5.5% | 13,437 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $477,000 | -9.3% | 13,437 | -1.5% | 0.01% | 0.0% |
| Q1 2017 | $526,000 | -22.0% | 13,640 | -15.8% | 0.01% | -30.0% |
| Q4 2016 | $674,000 | +2.4% | 16,209 | -4.0% | 0.01% | 0.0% |
| Q3 2016 | $658,000 | +0.5% | 16,879 | -1.2% | 0.01% | 0.0% |
| Q2 2016 | $655,000 | +9.7% | 17,079 | -0.6% | 0.01% | 0.0% |
| Q1 2016 | $597,000 | -10.9% | 17,179 | -13.2% | 0.01% | -9.1% |
| Q4 2015 | $670,000 | -12.1% | 19,792 | -10.9% | 0.01% | -15.4% |
| Q3 2015 | $762,000 | -23.4% | 22,212 | -5.4% | 0.01% | -18.8% |
| Q2 2015 | $995,000 | -6.4% | 23,482 | -3.7% | 0.02% | -5.9% |
| Q1 2015 | $1,063,000 | -6.0% | 24,387 | -3.4% | 0.02% | -5.6% |
| Q4 2014 | $1,131,000 | -21.8% | 25,247 | -10.1% | 0.02% | -25.0% |
| Q3 2014 | $1,447,000 | -11.2% | 28,082 | -2.1% | 0.02% | -11.1% |
| Q2 2014 | $1,629,000 | +10.7% | 28,683 | -0.6% | 0.03% | +8.0% |
| Q1 2014 | $1,471,000 | +10.1% | 28,863 | +9.1% | 0.02% | +8.7% |
| Q4 2013 | $1,336,000 | +2.1% | 26,458 | -4.8% | 0.02% | -4.2% |
| Q3 2013 | $1,309,000 | -1.4% | 27,778 | -6.8% | 0.02% | -4.0% |
| Q2 2013 | $1,328,000 | -1.7% | 29,809 | -0.4% | 0.02% | -3.8% |
| Q1 2013 | $1,351,000 | – | 29,939 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |