ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 164 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,490 | +10.7% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,668 | -2.1% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,831 | -5.9% | 179 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $8,322 | +18.9% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 179 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $7,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +40.0% | 179 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $5,000 | +25.0% | 179 | +19.3% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | – | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 150 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | – | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 150 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -60.0% | 150 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $5,000 | -61.5% | 150 | -50.0% | 0.00% | -50.0% |
| Q3 2018 | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | +18.2% | 300 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $11,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | -35.3% | 300 | -33.3% | 0.01% | -37.5% |
| Q3 2017 | $17,000 | -19.0% | 450 | -25.0% | 0.01% | -20.0% |
| Q2 2017 | $21,000 | -8.7% | 600 | 0.0% | 0.01% | -23.1% |
| Q1 2017 | $23,000 | -8.0% | 600 | 0.0% | 0.01% | -13.3% |
| Q4 2016 | $25,000 | +4.2% | 600 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $24,000 | 0.0% | 600 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $24,000 | +14.3% | 600 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $21,000 | -43.2% | 600 | -45.5% | 0.01% | -44.0% |
| Q4 2015 | $37,000 | -2.6% | 1,100 | 0.0% | 0.02% | -3.8% |
| Q3 2015 | $38,000 | -19.1% | 1,100 | 0.0% | 0.03% | -7.1% |
| Q2 2015 | $47,000 | 0.0% | 1,100 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $47,000 | -24.2% | 1,100 | -21.4% | 0.03% | -22.2% |
| Q4 2014 | $62,000 | -24.4% | 1,400 | -12.5% | 0.04% | -26.5% |
| Q3 2014 | $82,000 | -9.9% | 1,600 | 0.0% | 0.05% | -10.9% |
| Q2 2014 | $91,000 | – | 1,600 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |