ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,000 | -50.0% | 200 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | -14.3% | 200 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | -69.2% | 200 | -70.6% | 0.00% | -81.2% |
| Q1 2017 | $26,000 | -7.1% | 681 | 0.0% | 0.02% | -11.1% |
| Q4 2016 | $28,000 | +3.7% | 681 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $27,000 | +3.8% | 681 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $26,000 | +8.3% | 681 | 0.0% | 0.02% | +18.8% |
| Q1 2016 | $24,000 | +4.3% | 681 | 0.0% | 0.02% | -5.9% |
| Q4 2015 | $23,000 | 0.0% | 681 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $23,000 | +666.7% | 681 | +1262.0% | 0.02% | +800.0% |
| Q1 2014 | $3,000 | – | 50 | – | 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% |