ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.05 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% | – |
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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% |