ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 164 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $224,910 | -11.5% | 5,250 | -34.3% | 0.00% | -84.6% |
| Q3 2019 | $254,000 | -7.3% | 7,991 | +0.0% | 0.01% | -18.8% |
| Q2 2019 | $274,000 | -4.5% | 7,988 | +0.0% | 0.02% | -15.8% |
| Q1 2019 | $287,000 | +15.7% | 7,987 | 0.0% | 0.02% | -20.8% |
| Q4 2018 | $248,000 | -27.1% | 7,987 | -1.1% | 0.02% | -27.3% |
| Q3 2018 | $340,000 | +1.8% | 8,075 | +1.1% | 0.03% | -13.2% |
| Q2 2018 | $334,000 | +13.2% | 7,987 | 0.0% | 0.04% | -5.0% |
| Q1 2018 | $295,000 | +3.9% | 7,987 | 0.0% | 0.04% | -32.2% |
| Q2 2017 | $284,000 | -4.7% | 7,987 | 0.0% | 0.06% | -28.0% |
| Q1 2017 | $298,000 | -24.0% | 7,987 | -15.4% | 0.08% | -15.5% |
| Q4 2016 | $392,000 | +9.2% | 9,439 | +2.5% | 0.10% | -11.8% |
| Q3 2016 | $359,000 | +1.7% | 9,208 | 0.0% | 0.11% | +0.9% |
| Q2 2016 | $353,000 | +10.3% | 9,208 | 0.0% | 0.11% | +0.9% |
| Q1 2016 | $320,000 | – | 9,208 | – | 0.11% | – |
Download | ||||||
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% |