ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,624 | +10.7% | 5,010 | 0.0% | 0.00% | – |
| Q2 2023 | $214,628 | -2.1% | 5,010 | 0.0% | 0.00% | – |
| Q1 2023 | $219,187 | -22.5% | 5,010 | -17.6% | 0.00% | -100.0% |
| Q4 2022 | $282,659 | +37.9% | 6,080 | +21.4% | 0.00% | – |
| Q1 2022 | $205,000 | -2.8% | 5,010 | -23.6% | 0.00% | -100.0% |
| Q4 2019 | $211,000 | +1.4% | 6,560 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | -24.9% | 6,560 | -18.4% | 0.00% | 0.0% |
| Q2 2019 | $277,000 | -5.8% | 8,043 | -1.5% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | -20.1% | 8,168 | -30.9% | 0.00% | 0.0% |
| Q4 2018 | $368,000 | -67.4% | 11,813 | -56.0% | 0.00% | -66.7% |
| Q3 2018 | $1,128,000 | -5.8% | 26,875 | -5.9% | 0.00% | -25.0% |
| Q2 2018 | $1,198,000 | +442.1% | 28,570 | +413.4% | 0.00% | +300.0% |
| Q4 2017 | $221,000 | +2.8% | 5,565 | -2.9% | 0.00% | 0.0% |
| Q3 2017 | $215,000 | -0.5% | 5,734 | +2.2% | 0.00% | 0.0% |
| Q1 2017 | $216,000 | -7.3% | 5,610 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $233,000 | +10.4% | 5,610 | +3.7% | 0.00% | 0.0% |
| Q3 2016 | $211,000 | +1.4% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $208,000 | +3.0% | 5,410 | -6.9% | 0.00% | 0.0% |
| Q1 2016 | $202,000 | -4.7% | 5,810 | +16.0% | 0.00% | 0.0% |
| Q2 2015 | $212,000 | -2.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $218,000 | -62.2% | 5,010 | -61.0% | 0.00% | -50.0% |
| Q4 2014 | $576,000 | +123.3% | 12,857 | +156.6% | 0.00% | +100.0% |
| Q3 2014 | $258,000 | -9.5% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $285,000 | +11.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $255,000 | +0.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $253,000 | +7.2% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $236,000 | +5.8% | 5,010 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $223,000 | – | 5,010 | – | 0.00% | – |
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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% |