ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |