ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 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 ↓ |
|---|---|---|---|
| EQ LLC | 128,528 | $3,869,000 | 2.70% |
| HawsGoodwin Investment Management LLC | 264,487 | $7,961,000 | 2.32% |
| Outlook Wealth Advisors, LLC | 257,304 | $7,745,000 | 2.28% |
| Bernardo Wealth Planning LLC | 151,537 | $4,561,000 | 2.23% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $9,030,000 | 2.05% |
| Dentgroup LLC | 72,114 | $2,171,000 | 2.05% |
| AVAII WEALTH MANAGEMENT, LLC | 67,427 | $2,030,000 | 2.04% |
| Ironwood Financial, llc | 239,834 | $7,219,000 | 1.98% |
| Pettinga Financial Advisors LLC | 259,217 | $7,803,000 | 1.90% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 189,938 | $5,717,000 | 1.86% |