ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 4.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $257,000 | -33.9% | 6,945 | -29.2% | 0.04% | +56.0% |
| Q4 2017 | $389,000 | -52.5% | 9,807 | -55.2% | 0.02% | -67.1% |
| Q3 2017 | $819,000 | -19.0% | 21,885 | -23.2% | 0.08% | +100.0% |
| Q2 2017 | $1,011,000 | -11.9% | 28,487 | -4.4% | 0.04% | +375.0% |
| Q1 2017 | $1,148,000 | +84.9% | 29,787 | +99.2% | 0.01% | +166.7% |
| Q4 2016 | $621,000 | -65.4% | 14,952 | -67.5% | 0.00% | -66.7% |
| Q3 2016 | $1,796,000 | -31.5% | 46,052 | -32.6% | 0.01% | -25.0% |
| Q2 2016 | $2,620,000 | +90.4% | 68,306 | +72.6% | 0.01% | +71.4% |
| Q1 2016 | $1,376,000 | -25.7% | 39,572 | -27.7% | 0.01% | -22.2% |
| Q4 2015 | $1,852,000 | -14.9% | 54,701 | -13.8% | 0.01% | 0.0% |
| Q3 2015 | $2,177,000 | +180.5% | 63,437 | +246.5% | 0.01% | +200.0% |
| Q2 2015 | $776,000 | -9.3% | 18,309 | -4.2% | 0.00% | 0.0% |
| Q4 2014 | $856,000 | +15.2% | 19,102 | +32.5% | 0.00% | 0.0% |
| Q3 2014 | $743,000 | -55.2% | 14,418 | -50.7% | 0.00% | -62.5% |
| Q2 2014 | $1,660,000 | +221.1% | 29,217 | +185.5% | 0.01% | +300.0% |
| Q4 2013 | $517,000 | +13.9% | 10,233 | +0.4% | 0.00% | 0.0% |
| Q2 2013 | $454,000 | – | 10,192 | – | 0.00% | – |
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% |