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 2021 | $12,000 | +9.1% | 385 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $11,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 385 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | -28.6% | 385 | -49.0% | 0.00% | – |
| Q4 2020 | $14,000 | +133.3% | 755 | +104.1% | 0.00% | – |
| Q3 2020 | $6,000 | -14.3% | 370 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 370 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -75.0% | 370 | -50.0% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +100.0% | 740 | +100.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -25.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +14.3% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | -6.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | -7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | -6.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | +7.1% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $14,000 | +7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $13,000 | -18.8% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $16,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $16,000 | -5.9% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $17,000 | -10.5% | 370 | 0.0% | 0.00% | -50.0% |
| Q3 2014 | $19,000 | -9.5% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $21,000 | -19.2% | 370 | -27.5% | 0.00% | 0.0% |
| Q1 2014 | $26,000 | – | 510 | – | 0.00% | – |
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% |