ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $51,000 | -1.9% | 1,200 | 0.0% | 0.02% | -10.0% |
| Q1 2015 | $52,000 | +92.6% | 1,200 | +96.1% | 0.02% | +66.7% |
| Q4 2014 | $27,000 | -90.0% | 612 | -88.3% | 0.01% | -90.9% |
| Q3 2014 | $269,000 | -1.1% | 5,210 | +8.7% | 0.13% | +0.8% |
| Q2 2014 | $272,000 | +5.0% | 4,793 | -5.8% | 0.13% | -15.5% |
| Q1 2014 | $259,000 | +223.8% | 5,090 | +199.4% | 0.16% | +198.1% |
| Q3 2013 | $80,000 | +5.3% | 1,700 | 0.0% | 0.05% | -7.1% |
| Q2 2013 | $76,000 | – | 1,700 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |