ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $954,000 | +49.5% | 22,974 | +40.5% | 0.02% | +60.0% |
| Q3 2016 | $638,000 | +75.8% | 16,357 | +72.9% | 0.02% | +87.5% |
| Q2 2016 | $363,000 | -45.2% | 9,461 | -50.4% | 0.01% | -57.9% |
| Q1 2016 | $663,000 | -15.0% | 19,059 | -16.1% | 0.02% | +46.2% |
| Q3 2015 | $780,000 | +176.6% | 22,726 | +241.3% | 0.01% | +160.0% |
| Q2 2015 | $282,000 | -91.4% | 6,659 | -89.5% | 0.01% | -92.1% |
| Q3 2014 | $3,282,000 | +679.6% | 63,663 | +758.3% | 0.06% | +800.0% |
| Q2 2014 | $421,000 | +49.3% | 7,417 | +34.1% | 0.01% | +75.0% |
| Q1 2014 | $282,000 | -68.1% | 5,529 | -70.6% | 0.00% | -63.6% |
| Q3 2013 | $884,000 | – | 18,775 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 568,441 | $29,297,000 | 3.04% |
| Madden Advisory Services, Inc. | 101,962 | $5,255,000 | 2.73% |
| STRINGER ASSET MANAGEMENT, LLC | 15,957 | $822,000 | 1.20% |
| Atria Investments, Inc | 190,047 | $9,795,000 | 1.00% |
| Stillwater Capital Advisors, LLC | 42,362 | $2,183,000 | 0.73% |
| Noven Financial Group, Inc. | 19,436 | $1,002,000 | 0.73% |
| ACG Wealth | 47,473 | $2,447,000 | 0.69% |
| Winslow, Evans & Crocker, Inc. | 32,172 | $1,658,074,000 | 0.48% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 457,882 | $23,599,000 | 0.41% |
| Pinnacle Summer Investments, Inc. | 68,468 | $3,529,000 | 0.39% |