ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 128 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 4.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,024,000 | +8.8% | 24,640 | +2.1% | 0.06% | +6.7% |
| Q3 2016 | $941,000 | +148.9% | 24,124 | +144.9% | 0.06% | +130.8% |
| Q2 2016 | $378,000 | -48.1% | 9,852 | -42.7% | 0.03% | -65.3% |
| Q2 2015 | $729,000 | +63.8% | 17,207 | +68.6% | 0.08% | +53.1% |
| Q1 2015 | $445,000 | +100.5% | 10,207 | +106.4% | 0.05% | +69.0% |
| Q4 2014 | $222,000 | -43.5% | 4,945 | -35.2% | 0.03% | -58.0% |
| Q3 2014 | $393,000 | -10.3% | 7,633 | -1.0% | 0.07% | -6.8% |
| Q2 2014 | $438,000 | +35.6% | 7,713 | +21.7% | 0.07% | +7.2% |
| Q1 2014 | $323,000 | +46.8% | 6,337 | +45.1% | 0.07% | +25.5% |
| Q4 2013 | $220,000 | -43.4% | 4,366 | -47.1% | 0.06% | -50.5% |
| Q3 2013 | $389,000 | – | 8,250 | – | 0.11% | – |
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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% |