ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 165 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 4.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $234,000 | +500.0% | 5,626 | +462.6% | 0.02% | +375.0% |
| Q3 2016 | $39,000 | +2.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | +8.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $35,000 | +2.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $34,000 | -49.3% | 1,000 | -33.3% | 0.00% | -60.0% |
| Q4 2014 | $67,000 | -13.0% | 1,500 | 0.0% | 0.01% | -16.7% |
| Q3 2014 | $77,000 | -9.4% | 1,500 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $85,000 | +11.8% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $76,000 | 0.0% | 1,500 | 0.0% | 0.01% | -12.5% |
| Q4 2013 | $76,000 | +7.0% | 1,500 | 0.0% | 0.02% | -11.1% |
| Q3 2013 | $71,000 | +6.0% | 1,500 | 0.0% | 0.02% | -10.0% |
| Q2 2013 | $67,000 | – | 1,500 | – | 0.02% | – |
Download | ||||||
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% |