ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $205,000 | -7.2% | 5,330 | 0.0% | 0.16% | -9.9% |
| Q4 2016 | $221,000 | +6.2% | 5,330 | 0.0% | 0.17% | +1.8% |
| Q3 2016 | $208,000 | +2.0% | 5,330 | 0.0% | 0.17% | -2.9% |
| Q2 2016 | $204,000 | +0.5% | 5,330 | -8.6% | 0.17% | -1.1% |
| Q1 2016 | $203,000 | +1.5% | 5,830 | 0.0% | 0.18% | -5.4% |
| Q3 2015 | $200,000 | -19.0% | 5,830 | 0.0% | 0.19% | -12.3% |
| Q2 2015 | $247,000 | -7.5% | 5,830 | -4.9% | 0.21% | -9.4% |
| Q1 2015 | $267,000 | -10.7% | 6,130 | -8.2% | 0.23% | -13.7% |
| Q4 2014 | $299,000 | – | 6,680 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 81,039 | $3,109,000 | 3.66% |
| AMG National Trust Bank | 634,768 | $24,350,000 | 2.18% |
| ALLSTATE CORP | 564,800 | $21,666,000 | 1.42% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $992,000 | 0.99% |
| Round Table Services, LLC | 38,148 | $1,463,000 | 0.82% |
| Stillwater Capital Advisors, LLC | 71,745 | $2,752,000 | 0.82% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 44,921 | $1,723,000 | 0.81% |
| CETERA INVESTMENT MANAGEMENT LLC | 35,319 | $1,355,000 | 0.80% |
| Archford Capital Strategies, LLC | 38,774 | $1,487,000 | 0.78% |
| GRIMES & COMPANY, INC. | 106,883 | $4,100,000 | 0.55% |