ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 4.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $22,000 | 0.0% | 615 | +8.5% | 0.01% | -16.7% |
Q1 2017 | $22,000 | +10.0% | 567 | +19.1% | 0.01% | +20.0% |
Q4 2016 | $20,000 | +100.0% | 476 | +83.1% | 0.01% | +150.0% |
Q3 2016 | $10,000 | 0.0% | 260 | -0.4% | 0.00% | -33.3% |
Q2 2016 | $10,000 | +11.1% | 261 | +0.8% | 0.00% | 0.0% |
Q1 2016 | $9,000 | +80.0% | 259 | +63.9% | 0.00% | +200.0% |
Q4 2015 | $5,000 | 0.0% | 158 | +1.9% | 0.00% | -50.0% |
Q3 2015 | $5,000 | -70.6% | 155 | -62.3% | 0.00% | -60.0% |
Q2 2015 | $17,000 | +88.9% | 411 | +97.6% | 0.01% | +66.7% |
Q1 2015 | $9,000 | -88.6% | 208 | -88.2% | 0.00% | -81.2% |
Q4 2014 | $79,000 | -10.2% | 1,761 | +3.0% | 0.02% | -5.9% |
Q3 2014 | $88,000 | -27.3% | 1,710 | -19.8% | 0.02% | -26.1% |
Q2 2014 | $121,000 | -2.4% | 2,133 | -12.6% | 0.02% | -8.0% |
Q1 2014 | $124,000 | -97.8% | 2,440 | -97.8% | 0.02% | -96.9% |
Q4 2013 | $5,660,000 | +16.3% | 112,109 | +8.5% | 0.80% | +6.9% |
Q3 2013 | $4,867,000 | +37.8% | 103,325 | +30.3% | 0.75% | +28.3% |
Q2 2013 | $3,532,000 | – | 79,311 | – | 0.59% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
EQ LLC | 64,473 | $2,458,000 | 1.94% |
First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |