ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 164 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |