ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $927,000 | +11.7% | 23,392 | 0.0% | 0.21% | -14.3% |
| Q2 2017 | $830,000 | -8.0% | 23,392 | 0.0% | 0.24% | -10.0% |
| Q1 2017 | $902,000 | -7.2% | 23,392 | 0.0% | 0.27% | -11.1% |
| Q4 2016 | $972,000 | +6.6% | 23,392 | 0.0% | 0.30% | +6.3% |
| Q3 2016 | $912,000 | +1.7% | 23,392 | 0.0% | 0.29% | +0.7% |
| Q2 2016 | $897,000 | +10.2% | 23,392 | 0.0% | 0.28% | +11.8% |
| Q1 2016 | $814,000 | +2.8% | 23,392 | 0.0% | 0.26% | +10.9% |
| Q4 2015 | $792,000 | -1.4% | 23,392 | 0.0% | 0.23% | -2.1% |
| Q3 2015 | $803,000 | -71.1% | 23,392 | -64.4% | 0.24% | -69.0% |
| Q2 2015 | $2,782,000 | -9.7% | 65,646 | -7.1% | 0.76% | -3.8% |
| Q1 2015 | $3,080,000 | +189.7% | 70,631 | +277.4% | 0.79% | +58.7% |
| Q2 2014 | $1,063,000 | -27.6% | 18,715 | -35.0% | 0.50% | -32.1% |
| Q1 2014 | $1,468,000 | +54.0% | 28,799 | +52.5% | 0.73% | +50.1% |
| Q4 2013 | $953,000 | +10.8% | 18,879 | +3.4% | 0.49% | -2.2% |
| Q3 2013 | $860,000 | +17.2% | 18,259 | +10.8% | 0.50% | +0.4% |
| Q2 2013 | $734,000 | – | 16,476 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |