ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |