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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |