ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 108 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $42,000 | -54.8% | 2,088 | -27.8% | 0.02% | -54.5% |
| Q1 2020 | $93,000 | 0.0% | 2,891 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $93,000 | +1.1% | 2,891 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $92,000 | -7.1% | 2,891 | 0.0% | 0.04% | -7.9% |
| Q2 2019 | $99,000 | -4.8% | 2,891 | 0.0% | 0.04% | -11.6% |
| Q1 2019 | $104,000 | +15.6% | 2,891 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $90,000 | -25.6% | 2,891 | 0.0% | 0.04% | -16.0% |
| Q3 2018 | $121,000 | 0.0% | 2,891 | 0.0% | 0.05% | -7.4% |
| Q2 2018 | $121,000 | +13.1% | 2,891 | 0.0% | 0.05% | +22.7% |
| Q1 2018 | $107,000 | -7.0% | 2,891 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $115,000 | +6.5% | 2,891 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $108,000 | +4.9% | 2,891 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $103,000 | -7.2% | 2,891 | 0.0% | 0.05% | -9.6% |
| Q1 2017 | $111,000 | -7.5% | 2,891 | 0.0% | 0.05% | -11.9% |
| Q4 2016 | $120,000 | +6.2% | 2,891 | 0.0% | 0.06% | +5.4% |
| Q3 2016 | $113,000 | +1.8% | 2,891 | 0.0% | 0.06% | -1.8% |
| Q2 2016 | $111,000 | +9.9% | 2,891 | 0.0% | 0.06% | +1.8% |
| Q1 2016 | $101,000 | +3.1% | 2,891 | 0.0% | 0.06% | +3.7% |
| Q4 2015 | $98,000 | -31.0% | 2,891 | -30.3% | 0.05% | -36.5% |
| Q3 2015 | $142,000 | -18.9% | 4,146 | +0.2% | 0.08% | -19.0% |
| Q2 2015 | $175,000 | -2.8% | 4,136 | +0.2% | 0.10% | -8.7% |
| Q1 2015 | $180,000 | +16.9% | 4,128 | +20.3% | 0.12% | +13.9% |
| Q4 2014 | $154,000 | -13.0% | 3,431 | +0.1% | 0.10% | -14.4% |
| Q3 2014 | $177,000 | -9.2% | 3,428 | 0.0% | 0.12% | -16.3% |
| Q2 2014 | $195,000 | +11.4% | 3,428 | 0.0% | 0.14% | +8.5% |
| Q1 2014 | $175,000 | -49.4% | 3,428 | -50.0% | 0.13% | 0.0% |
| Q4 2013 | $346,000 | +84.0% | 6,856 | +71.4% | 0.13% | -14.5% |
| Q3 2013 | $188,000 | +5.6% | 3,999 | 0.0% | 0.15% | 0.0% |
| Q2 2013 | $178,000 | – | 3,999 | – | 0.15% | – |
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% |