ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |