ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,512 | +2.2% | 7,369 | -15.3% | 0.00% | – |
| Q3 2022 | $342,000 | -84.4% | 8,695 | -84.9% | 0.00% | -100.0% |
| Q2 2022 | $2,188,000 | +804.1% | 57,409 | +521.4% | 0.00% | – |
| Q1 2021 | $242,000 | -14.8% | 9,238 | +36.4% | 0.00% | – |
| Q3 2018 | $284,000 | -46.9% | 6,775 | -49.8% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | +66.1% | 13,491 | +56.7% | 0.00% | – |
| Q3 2017 | $322,000 | +51.2% | 8,612 | +43.7% | 0.00% | – |
| Q2 2017 | $213,000 | -77.6% | 5,994 | -73.8% | 0.00% | -100.0% |
| Q4 2016 | $950,000 | -70.4% | 22,861 | -75.2% | 0.00% | -75.0% |
| Q1 2016 | $3,207,000 | +423.2% | 92,200 | +537.8% | 0.01% | +700.0% |
| Q2 2015 | $613,000 | -60.5% | 14,455 | -59.3% | 0.00% | -66.7% |
| Q1 2015 | $1,550,000 | +79.6% | 35,545 | +84.6% | 0.00% | +50.0% |
| Q4 2014 | $863,000 | +163.1% | 19,250 | +202.8% | 0.00% | +100.0% |
| Q3 2014 | $328,000 | -6.0% | 6,358 | -7.2% | 0.00% | 0.0% |
| Q1 2014 | $349,000 | – | 6,853 | – | 0.00% | – |
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% |