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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,382,000 | +7.6% | 43,013 | +6.4% | 0.01% | +11.1% |
| Q3 2019 | $1,284,000 | -13.3% | 40,414 | -6.0% | 0.01% | -18.2% |
| Q2 2019 | $1,481,000 | -0.9% | 43,006 | +3.7% | 0.01% | -8.3% |
| Q1 2019 | $1,495,000 | +30.6% | 41,471 | +12.8% | 0.01% | +9.1% |
| Q4 2018 | $1,145,000 | -54.9% | 36,751 | -39.3% | 0.01% | -57.7% |
| Q3 2018 | $2,539,000 | +7.4% | 60,513 | +7.3% | 0.03% | -21.2% |
| Q2 2018 | $2,365,000 | +15.8% | 56,401 | +2.1% | 0.03% | +17.9% |
| Q1 2018 | $2,042,000 | +14.1% | 55,263 | +22.3% | 0.03% | +16.7% |
| Q4 2017 | $1,790,000 | +10.3% | 45,183 | +4.2% | 0.02% | -7.7% |
| Q3 2017 | $1,623,000 | +8.9% | 43,379 | +3.3% | 0.03% | 0.0% |
| Q2 2017 | $1,490,000 | -39.8% | 41,982 | -34.7% | 0.03% | -48.0% |
| Q1 2017 | $2,475,000 | -7.0% | 64,255 | +0.2% | 0.05% | -16.7% |
| Q4 2016 | $2,662,000 | +29.7% | 64,101 | +21.7% | 0.06% | +22.4% |
| Q3 2016 | $2,053,000 | -65.9% | 52,654 | -66.5% | 0.05% | -69.0% |
| Q2 2016 | $6,024,000 | – | 157,087 | – | 0.16% | – |
Download | ||||||
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% |