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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $927,000 | -33.2% | 24,313 | -28.3% | 0.14% | -23.7% |
| Q1 2022 | $1,388,000 | +313.1% | 33,914 | +224.0% | 0.18% | +172.3% |
| Q4 2019 | $336,000 | -42.6% | 10,468 | -43.2% | 0.06% | -49.2% |
| Q3 2019 | $585,000 | -8.9% | 18,420 | -1.3% | 0.13% | -13.5% |
| Q2 2019 | $642,000 | -6.3% | 18,665 | -1.8% | 0.15% | -8.1% |
| Q1 2019 | $685,000 | -1.9% | 19,010 | -15.2% | 0.16% | -15.7% |
| Q4 2018 | $698,000 | +33.5% | 22,405 | +79.9% | 0.19% | +55.3% |
| Q3 2018 | $523,000 | -0.6% | 12,452 | -0.7% | 0.12% | -11.5% |
| Q2 2018 | $526,000 | +11.4% | 12,538 | -1.9% | 0.14% | 0.0% |
| Q1 2018 | $472,000 | -7.6% | 12,775 | -1.0% | 0.14% | +1.5% |
| Q4 2017 | $511,000 | +5.4% | 12,900 | -0.4% | 0.14% | -50.2% |
| Q3 2017 | $485,000 | -4.9% | 12,950 | -9.9% | 0.28% | +82.1% |
| Q2 2017 | $510,000 | -7.8% | 14,375 | +0.2% | 0.15% | -10.7% |
| Q1 2017 | $553,000 | -9.6% | 14,350 | -2.6% | 0.17% | -15.5% |
| Q4 2016 | $612,000 | +5.3% | 14,730 | -1.1% | 0.20% | -1.5% |
| Q3 2016 | $581,000 | -5.4% | 14,895 | -6.9% | 0.20% | -11.7% |
| Q2 2016 | $614,000 | +6.6% | 16,005 | -3.3% | 0.23% | -10.5% |
| Q1 2016 | $576,000 | -20.0% | 16,555 | -22.1% | 0.26% | -17.6% |
| Q4 2015 | $720,000 | – | 21,255 | – | 0.31% | – |
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% |