ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 85 | -57.5% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -80.0% | 200 | -83.7% | 0.00% | -85.7% |
| Q3 2020 | $20,000 | +400.0% | 1,225 | +521.8% | 0.01% | +250.0% |
| Q2 2020 | $4,000 | -84.0% | 197 | -88.0% | 0.00% | -81.8% |
| Q1 2020 | $25,000 | +38.9% | 1,642 | +277.5% | 0.01% | +22.2% |
| Q2 2018 | $18,000 | -78.3% | 435 | -79.9% | 0.01% | -82.0% |
| Q1 2017 | $83,000 | -11.7% | 2,161 | -4.4% | 0.05% | -15.3% |
| Q4 2016 | $94,000 | +88.0% | 2,261 | +78.0% | 0.06% | +73.5% |
| Q3 2016 | $50,000 | +11.1% | 1,270 | +8.5% | 0.03% | +3.0% |
| Q2 2016 | $45,000 | +9.8% | 1,170 | 0.0% | 0.03% | +3.1% |
| Q1 2016 | $41,000 | +2.5% | 1,170 | 0.0% | 0.03% | +6.7% |
| Q4 2015 | $40,000 | 0.0% | 1,170 | 0.0% | 0.03% | -3.2% |
| Q3 2015 | $40,000 | -20.0% | 1,170 | 0.0% | 0.03% | -13.9% |
| Q2 2015 | $50,000 | -2.0% | 1,170 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $51,000 | – | 1,170 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 2,134,808 | $93,078,000 | 6.49% |
| Prospera Financial Services Inc | 450,898 | $19,659,000 | 4.38% |
| F-Squared Investment Management, LLC | 2,546,851 | $111,043,000 | 4.20% |
| AMG National Trust Bank | 743,464 | $32,415,000 | 3.10% |
| Ken Stern & Associates, Inc. | 91,323 | $3,982,000 | 2.99% |
| RiverFront Investment Group, LLC | 1,295,635 | $56,489,000 | 1.59% |
| Stillwater Capital Advisors, LLC | 83,469 | $3,639,000 | 1.11% |
| Starfire Investment Advisers, Inc. | 56,572 | $2,466,594,000 | 0.81% |
| Hilltop Holdings Inc. | 70,631 | $3,080,000 | 0.79% |
| Risk Paradigm Group, LLC | 15,791 | $688,487,000 | 0.67% |