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 | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $9,376,000 | -4.1% | 181,918 | +5.6% | 0.01% | -12.5% |
| Q2 2014 | $9,781,000 | +4.0% | 172,196 | -6.7% | 0.01% | 0.0% |
| Q1 2014 | $9,408,000 | +1.4% | 184,545 | +0.4% | 0.01% | -11.1% |
| Q4 2013 | $9,276,000 | +7.8% | 183,725 | +0.5% | 0.01% | 0.0% |
| Q3 2013 | $8,607,000 | +7.2% | 182,734 | +1.4% | 0.01% | -10.0% |
| Q2 2013 | $8,029,000 | – | 180,296 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |