ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 159 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
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% | – |
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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% |