ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $207,000 | -21.9% | 5,743 | -9.0% | 0.07% | -18.3% |
| Q3 2018 | $265,000 | +1.1% | 6,308 | +1.0% | 0.08% | +1.2% |
| Q2 2018 | $262,000 | +12.9% | 6,247 | -0.5% | 0.08% | +9.5% |
| Q1 2018 | $232,000 | -7.2% | 6,277 | -0.3% | 0.07% | -5.1% |
| Q4 2017 | $250,000 | +6.4% | 6,295 | +0.2% | 0.08% | +1.3% |
| Q3 2017 | $235,000 | +6.8% | 6,280 | +1.4% | 0.08% | +5.5% |
| Q2 2017 | $220,000 | -7.9% | 6,195 | +0.2% | 0.07% | -7.6% |
| Q1 2017 | $239,000 | -23.4% | 6,180 | -17.7% | 0.08% | -26.2% |
| Q4 2016 | $312,000 | +5.8% | 7,510 | -4.4% | 0.11% | 0.0% |
| Q3 2016 | $295,000 | -2.0% | 7,857 | 0.0% | 0.11% | +2.9% |
| Q2 2016 | $301,000 | +9.9% | 7,857 | -0.4% | 0.10% | +10.6% |
| Q1 2016 | $274,000 | +9.6% | 7,890 | +6.6% | 0.09% | +4.4% |
| Q4 2015 | $250,000 | -11.3% | 7,400 | -9.8% | 0.09% | -12.6% |
| Q3 2015 | $282,000 | -22.3% | 8,200 | -4.4% | 0.10% | -16.3% |
| Q2 2015 | $363,000 | -6.7% | 8,575 | -4.0% | 0.12% | -8.2% |
| Q1 2015 | $389,000 | -10.2% | 8,935 | -7.5% | 0.13% | -8.8% |
| Q4 2014 | $433,000 | -6.5% | 9,655 | +7.6% | 0.15% | -13.0% |
| Q3 2014 | $463,000 | -26.4% | 8,975 | -18.9% | 0.17% | -18.8% |
| Q2 2014 | $629,000 | +12.7% | 11,060 | +1.0% | 0.21% | +11.8% |
| Q1 2014 | $558,000 | -0.4% | 10,950 | -1.4% | 0.19% | -14.7% |
| Q4 2013 | $560,000 | +7.5% | 11,105 | +0.4% | 0.22% | +1.4% |
| Q3 2013 | $521,000 | +5.0% | 11,060 | -0.7% | 0.22% | -2.7% |
| Q2 2013 | $496,000 | – | 11,135 | – | 0.22% | – |
Download | ||||||
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% |