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 2017 | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $6,000 | +20.0% | 150 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $5,000 | -16.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $6,000 | -14.3% | 150 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $7,000 | – | 150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |