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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $25,000 | +19.0% | 700 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $21,000 | -27.6% | 700 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $29,000 | +16.0% | 700 | 0.0% | 0.02% | +7.1% |
| Q1 2018 | $25,000 | -7.4% | 700 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $27,000 | +3.8% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $26,000 | +8.3% | 700 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $24,000 | -99.9% | 700 | 0.0% | 0.02% | -11.8% |
| Q1 2017 | $26,978,000 | -7.2% | 700 | 0.0% | 0.02% | -10.5% |
| Q4 2016 | $29,078,000 | +6.5% | 700 | 0.0% | 0.02% | +5.6% |
| Q3 2016 | $27,300,000 | +1.7% | 700 | 0.0% | 0.02% | +5.9% |
| Q2 2016 | $26,852,000 | +10.3% | 700 | 0.0% | 0.02% | -5.6% |
| Q1 2016 | $24,346,000 | +105752.2% | 700 | 0.0% | 0.02% | +20.0% |
| Q4 2015 | $23,000 | – | 700 | – | 0.02% | – |
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% |