ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,000 | -99.7% | 200 | -99.6% | 0.00% | -99.9% |
| Q1 2014 | $2,305,000 | +22.0% | 45,209 | +20.8% | 1.97% | +45.0% |
| Q4 2013 | $1,889,000 | -60.8% | 37,422 | -63.4% | 1.36% | -59.0% |
| Q3 2013 | $4,821,000 | +71.0% | 102,355 | +61.7% | 3.32% | +46.5% |
| Q2 2013 | $2,819,000 | – | 63,297 | – | 2.26% | – |
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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% |