ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $25,000 | -13.8% | 558 | 0.0% | 0.04% | -19.6% |
| Q3 2014 | $29,000 | -9.4% | 558 | 0.0% | 0.05% | -8.9% |
| Q2 2014 | $32,000 | +14.3% | 558 | 0.0% | 0.06% | -5.1% |
| Q1 2014 | $28,000 | 0.0% | 558 | 0.0% | 0.06% | +13.5% |
| Q4 2013 | $28,000 | +7.7% | 558 | 0.0% | 0.05% | -26.8% |
| Q3 2013 | $26,000 | -92.9% | 558 | -93.2% | 0.07% | -93.3% |
| Q2 2013 | $364,000 | – | 8,175 | – | 1.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |