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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $455,000 | -52.0% | 29,687 | +0.7% | 0.18% | -45.6% |
| Q4 2019 | $947,000 | +1.6% | 29,493 | +0.5% | 0.33% | -6.0% |
| Q3 2019 | $932,000 | -1.3% | 29,339 | +7.0% | 0.35% | +1.2% |
| Q2 2019 | $944,000 | -4.6% | 27,422 | -0.2% | 0.34% | -5.8% |
| Q1 2019 | $990,000 | +97.6% | 27,474 | +70.9% | 0.36% | +81.6% |
| Q4 2018 | $501,000 | +14.4% | 16,077 | +53.9% | 0.20% | +26.4% |
| Q3 2018 | $438,000 | -17.7% | 10,446 | -17.7% | 0.16% | -15.0% |
| Q2 2018 | $532,000 | -50.4% | 12,685 | -53.1% | 0.19% | -58.2% |
| Q1 2018 | $1,072,000 | 0.0% | 27,049 | 0.0% | 0.45% | +12.0% |
| Q4 2017 | $1,072,000 | -28.6% | 27,049 | -32.6% | 0.40% | -29.1% |
| Q3 2017 | $1,502,000 | -5.9% | 40,133 | -10.7% | 0.56% | -10.8% |
| Q2 2017 | $1,596,000 | -5.4% | 44,960 | +2.7% | 0.63% | -0.8% |
| Q1 2017 | $1,687,000 | -1.4% | 43,768 | +6.2% | 0.64% | -11.8% |
| Q4 2016 | $1,711,000 | +10.6% | 41,211 | +3.8% | 0.72% | +13.0% |
| Q3 2016 | $1,547,000 | +4.0% | 39,692 | +2.4% | 0.64% | -18.4% |
| Q2 2016 | $1,487,000 | -99.9% | 38,774 | -5.8% | 0.78% | +17.2% |
| Q1 2016 | $1,423,364,000 | +39692.1% | 41,165 | -61.0% | 0.67% | -59.0% |
| Q4 2015 | $3,577,000 | – | 105,613 | – | 1.63% | – |
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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% |