ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,371,000 | -22.7% | 89,567 | +62.3% | 0.02% | -5.0% |
| Q4 2019 | $1,773,000 | +0.3% | 55,184 | -0.8% | 0.02% | -4.8% |
| Q3 2019 | $1,767,000 | -21.7% | 55,633 | -15.2% | 0.02% | -25.0% |
| Q2 2019 | $2,258,000 | -11.7% | 65,628 | -7.5% | 0.03% | -15.2% |
| Q1 2019 | $2,557,000 | +15.0% | 70,958 | -0.6% | 0.03% | 0.0% |
| Q4 2018 | $2,224,000 | -19.7% | 71,384 | +8.2% | 0.03% | -5.7% |
| Q3 2018 | $2,769,000 | +31.1% | 65,993 | +15.5% | 0.04% | +20.7% |
| Q2 2018 | $2,112,000 | +0.9% | 57,142 | +0.9% | 0.03% | 0.0% |
| Q1 2018 | $2,094,000 | -22.9% | 56,633 | -17.3% | 0.03% | -19.4% |
| Q4 2017 | $2,715,000 | +11.6% | 68,485 | +5.3% | 0.04% | +2.9% |
| Q3 2017 | $2,433,000 | +1.1% | 65,013 | -4.1% | 0.04% | -14.6% |
| Q2 2017 | $2,406,000 | -4.4% | 67,777 | +3.8% | 0.04% | -4.7% |
| Q1 2017 | $2,516,000 | +16.9% | 65,280 | +26.0% | 0.04% | +26.5% |
| Q4 2016 | $2,153,000 | +153.9% | 51,820 | +138.3% | 0.03% | +112.5% |
| Q3 2016 | $848,000 | -28.4% | 21,745 | +4.3% | 0.02% | -38.5% |
| Q2 2014 | $1,184,000 | +18.3% | 20,843 | -1.9% | 0.03% | -3.7% |
| Q3 2013 | $1,001,000 | – | 21,239 | – | 0.03% | – |
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% |