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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $128,280,000 | -4.5% | 3,728 | 0.0% | 0.02% | -11.1% |
| Q1 2019 | $134,319,000 | -50.8% | 3,728 | -42.6% | 0.02% | -52.6% |
| Q3 2018 | $272,740,000 | +0.0% | 6,500 | 0.0% | 0.04% | -5.0% |
| Q2 2018 | $272,610,000 | +113487.5% | 6,500 | 0.0% | 0.04% | +8.1% |
| Q1 2018 | $240,000 | -7.0% | 6,500 | 0.0% | 0.04% | -15.9% |
| Q4 2017 | $258,000 | +6.2% | 6,500 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $243,000 | -3.2% | 6,500 | 0.0% | 0.04% | +4.8% |
| Q1 2017 | $251,000 | -7.0% | 6,500 | 0.0% | 0.04% | -14.3% |
| Q4 2016 | $270,000 | +5.5% | 6,500 | -1.1% | 0.05% | -2.0% |
| Q3 2016 | $256,000 | +1.6% | 6,570 | 0.0% | 0.05% | +6.4% |
| Q2 2016 | $252,000 | -0.8% | 6,570 | -10.0% | 0.05% | -4.1% |
| Q1 2016 | $254,000 | – | 7,298 | – | 0.05% | – |
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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% |