ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $307,000 | -87.0% | 9,562 | -86.1% | 0.03% | -78.4% |
| Q2 2019 | $2,367,000 | +253.3% | 68,792 | +279.8% | 0.14% | +286.1% |
| Q1 2018 | $670,000 | -68.1% | 18,115 | -67.8% | 0.04% | -65.4% |
| Q3 2017 | $2,103,000 | -35.6% | 56,174 | -38.9% | 0.10% | -77.0% |
| Q2 2017 | $3,263,000 | +32.1% | 91,912 | +43.3% | 0.45% | +77.3% |
| Q1 2017 | $2,471,000 | +41.8% | 64,126 | +52.9% | 0.26% | +37.8% |
| Q4 2016 | $1,743,000 | -69.2% | 41,953 | -74.9% | 0.18% | -77.0% |
| Q4 2015 | $5,656,000 | +267.8% | 167,038 | +272.8% | 0.80% | +302.5% |
| Q3 2015 | $1,538,000 | -33.7% | 44,810 | -18.1% | 0.20% | -3.4% |
| Q2 2015 | $2,319,000 | -31.2% | 54,729 | -27.3% | 0.21% | -50.1% |
| Q4 2014 | $3,372,000 | -50.0% | 75,250 | -36.6% | 0.42% | -53.1% |
| Q2 2014 | $6,747,000 | – | 118,780 | – | 0.88% | – |
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% |