ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.19 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |