ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,000 | -40.0% | 300 | +7.1% | 0.00% | -66.7% |
| Q3 2019 | $10,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | -16.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +20.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 280 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $12,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -99.9% | 280 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $10,352,000 | -6.8% | 280 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $11,102,000 | -27.7% | 280 | -31.7% | 0.00% | -20.0% |
| Q3 2017 | $15,348,000 | -72.8% | 410 | -74.2% | 0.01% | -68.8% |
| Q2 2017 | $56,516,000 | -35.3% | 1,592 | -29.7% | 0.02% | -40.7% |
| Q1 2017 | $87,332,000 | -75.1% | 2,266 | -73.2% | 0.03% | -75.0% |
| Q4 2016 | $351,346,000 | -44.3% | 8,458 | -49.6% | 0.11% | +20.0% |
| Q3 2016 | $630,476,000 | +93.6% | 16,790 | +97.8% | 0.09% | -7.2% |
| Q2 2016 | $325,640,000 | +7.5% | 8,490 | -2.5% | 0.10% | +6.6% |
| Q1 2016 | $302,899,000 | -6.3% | 8,709 | -8.8% | 0.09% | -2.2% |
| Q4 2015 | $323,332,000 | -23.0% | 9,550 | -21.9% | 0.09% | -29.5% |
| Q3 2015 | $419,736,000 | -64.1% | 12,232 | -55.7% | 0.13% | -60.0% |
| Q2 2015 | $1,169,350,000 | +110.7% | 27,594 | +116.8% | 0.33% | +110.2% |
| Q1 2015 | $554,856,000 | -11.9% | 12,728 | -9.5% | 0.16% | -12.8% |
| Q4 2014 | $630,048,000 | -62.0% | 14,062 | -56.3% | 0.18% | -62.2% |
| Q3 2014 | $1,658,074,000 | -8.0% | 32,172 | +1.4% | 0.48% | -20.1% |
| Q2 2014 | $1,801,344,000 | -19.8% | 31,714 | -28.0% | 0.60% | -23.0% |
| Q1 2014 | $2,246,836,000 | +129400.6% | 44,073 | +28.3% | 0.77% | +30.5% |
| Q4 2013 | $1,735,000 | – | 34,357 | – | 0.59% | – |
Download | ||||||
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% |