ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 125 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.97 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 2,134,808 | $93,078,000 | 6.49% |
| Prospera Financial Services Inc | 450,898 | $19,659,000 | 4.38% |
| F-Squared Investment Management, LLC | 2,546,851 | $111,043,000 | 4.20% |
| AMG National Trust Bank | 743,464 | $32,415,000 | 3.10% |
| Ken Stern & Associates, Inc. | 91,323 | $3,982,000 | 2.99% |
| RiverFront Investment Group, LLC | 1,295,635 | $56,489,000 | 1.59% |
| Stillwater Capital Advisors, LLC | 83,469 | $3,639,000 | 1.11% |
| Starfire Investment Advisers, Inc. | 56,572 | $2,466,594,000 | 0.81% |
| Hilltop Holdings Inc. | 70,631 | $3,080,000 | 0.79% |
| Risk Paradigm Group, LLC | 15,791 | $688,487,000 | 0.67% |