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 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 ↓ |
|---|---|---|---|
| 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% |