ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,000 | -20.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -55.6% | 270 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 270 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -96.9% | 270 | -96.4% | 0.00% | -96.3% |
| Q2 2019 | $260,000 | -13.6% | 7,567 | -9.6% | 0.05% | -12.9% |
| Q1 2019 | $301,000 | +15.8% | 8,367 | 0.0% | 0.06% | -1.6% |
| Q4 2018 | $260,000 | -37.8% | 8,367 | -14.9% | 0.06% | -19.2% |
| Q3 2018 | $418,000 | +25.9% | 9,829 | +24.1% | 0.08% | +18.2% |
| Q2 2018 | $332,000 | +18.1% | 7,922 | +2.9% | 0.07% | -21.4% |
| Q1 2018 | $281,000 | +19.6% | 7,697 | +32.7% | 0.08% | +23.5% |
| Q4 2017 | $235,000 | +12.4% | 5,802 | +13.0% | 0.07% | -24.4% |
| Q4 2016 | $209,000 | – | 5,134 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 197,114 | $11,180,306,000 | 5.84% |
| Shamrock Asset Management LLC | 285,122 | $16,195,000 | 5.02% |
| Transamerica Financial Advisors, Inc. | 872,920 | $49,582,000 | 4.32% |
| Prospera Financial Services Inc | 260,020 | $14,769,000 | 4.00% |
| AMG National Trust Bank | 537,008 | $30,502,000 | 3.10% |
| Quantitative Advantage, LLC | 231,322 | $13,139,000 | 3.06% |
| Madden Advisory Services, Inc. | 101,255 | $5,751,000 | 2.93% |
| F-Squared Investment Management, LLC | 1,214,241 | $68,969,000 | 1.74% |
| ASSETMARK, INC | 1,345,738 | $76,438,000 | 1.63% |
| Atria Investments, Inc | 227,867 | $12,943,000 | 1.29% |