ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $305,000 | -8.7% | 8,245 | -2.1% | 0.09% | -10.2% |
| Q4 2017 | $334,000 | +3.4% | 8,420 | -2.5% | 0.10% | -9.3% |
| Q3 2017 | $323,000 | -5.6% | 8,640 | -10.3% | 0.11% | -11.5% |
| Q2 2017 | $342,000 | +4.3% | 9,630 | +13.1% | 0.12% | -32.2% |
| Q1 2017 | $328,000 | -12.5% | 8,515 | -5.8% | 0.18% | -17.1% |
| Q4 2016 | $375,000 | +45.9% | 9,035 | +37.0% | 0.22% | +42.8% |
| Q3 2016 | $257,000 | +1.6% | 6,595 | 0.0% | 0.15% | -2.6% |
| Q2 2016 | $253,000 | +12.4% | 6,595 | +1.9% | 0.16% | +15.6% |
| Q1 2016 | $225,000 | +2.7% | 6,470 | 0.0% | 0.14% | -1.5% |
| Q4 2015 | $219,000 | +104.7% | 6,470 | +211.8% | 0.14% | +153.7% |
| Q3 2014 | $107,000 | +21.6% | 2,075 | +33.4% | 0.05% | +28.6% |
| Q2 2014 | $88,000 | +8.6% | 1,555 | -1.9% | 0.04% | +61.5% |
| Q1 2014 | $81,000 | +11.0% | 1,585 | +10.1% | 0.03% | +4.0% |
| Q4 2013 | $73,000 | +461.5% | 1,440 | +433.3% | 0.02% | +400.0% |
| Q3 2013 | $13,000 | +8.3% | 270 | 0.0% | 0.01% | +25.0% |
| Q2 2013 | $12,000 | – | 270 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |