ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $280,000 | -6.0% | 6,679 | -6.0% | 0.04% | -11.8% |
| Q2 2018 | $298,000 | +4.9% | 7,109 | -7.4% | 0.05% | +2.0% |
| Q1 2018 | $284,000 | +14.1% | 7,676 | +21.8% | 0.05% | +6.4% |
| Q4 2017 | $249,000 | +5.5% | 6,301 | 0.0% | 0.05% | +20.5% |
| Q3 2017 | $236,000 | -11.9% | 6,301 | -16.4% | 0.04% | -20.4% |
| Q2 2017 | $268,000 | -69.8% | 7,541 | -67.3% | 0.05% | -72.3% |
| Q1 2017 | $888,000 | -26.8% | 23,042 | -25.9% | 0.18% | -75.1% |
| Q3 2016 | $1,213,000 | +0.6% | 31,092 | -1.1% | 0.71% | +124.0% |
| Q2 2016 | $1,206,000 | -2.7% | 31,432 | -11.8% | 0.32% | -15.2% |
| Q1 2016 | $1,239,000 | – | 35,636 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |