ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 142 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -23.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | +16.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -94.7% | 500 | -94.5% | 0.00% | -91.7% |
| Q3 2017 | $341,000 | +30.7% | 9,127 | +24.5% | 0.01% | +33.3% |
| Q2 2017 | $261,000 | -7.8% | 7,330 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $283,000 | -6.9% | 7,330 | 0.0% | 0.01% | +11.1% |
| Q4 2016 | $304,000 | +6.7% | 7,330 | 0.0% | 0.01% | +12.5% |
| Q3 2016 | $285,000 | -59.6% | 7,330 | -60.1% | 0.01% | -61.9% |
| Q2 2016 | $706,000 | -3.7% | 18,385 | -12.8% | 0.02% | -4.5% |
| Q1 2016 | $733,000 | +2.8% | 21,085 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $713,000 | +24.0% | 21,085 | +25.8% | 0.02% | -4.3% |
| Q3 2015 | $575,000 | -13.8% | 16,767 | +6.6% | 0.02% | -8.0% |
| Q2 2015 | $667,000 | +73.2% | 15,723 | +78.2% | 0.02% | +78.6% |
| Q1 2015 | $385,000 | +393.6% | 8,823 | +407.1% | 0.01% | +250.0% |
| Q4 2014 | $78,000 | +14.7% | 1,740 | +45.0% | 0.00% | +33.3% |
| Q2 2014 | $68,000 | – | 1,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |