ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.72 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 ↓ |
|---|---|---|---|
| AMG National Trust Bank | 568,441 | $29,297,000 | 3.04% |
| Madden Advisory Services, Inc. | 101,962 | $5,255,000 | 2.73% |
| STRINGER ASSET MANAGEMENT, LLC | 15,957 | $822,000 | 1.20% |
| Atria Investments, Inc | 190,047 | $9,795,000 | 1.00% |
| Stillwater Capital Advisors, LLC | 42,362 | $2,183,000 | 0.73% |
| Noven Financial Group, Inc. | 19,436 | $1,002,000 | 0.73% |
| ACG Wealth | 47,473 | $2,447,000 | 0.69% |
| Winslow, Evans & Crocker, Inc. | 32,172 | $1,658,074,000 | 0.48% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 457,882 | $23,599,000 | 0.41% |
| Pinnacle Summer Investments, Inc. | 68,468 | $3,529,000 | 0.39% |