ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 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% | – |
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% |