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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $301,000 | -61.6% | 19,646 | -6.1% | 0.06% | -62.9% |
| Q3 2017 | $783,000 | +45.0% | 20,915 | +37.4% | 0.15% | +37.3% |
| Q2 2017 | $540,000 | +50.4% | 15,220 | +63.5% | 0.11% | +42.9% |
| Q1 2017 | $359,000 | +37.5% | 9,307 | +36.6% | 0.08% | +22.2% |
| Q2 2016 | $261,000 | -51.3% | 6,813 | -55.8% | 0.06% | -47.9% |
| Q1 2016 | $536,000 | +55.8% | 15,408 | +51.6% | 0.12% | +39.1% |
| Q4 2015 | $344,000 | – | 10,163 | – | 0.09% | – |
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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% |