ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 141 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,144,000 | +422.4% | 57,179 | +300.6% | 0.06% | +333.3% |
| Q1 2020 | $219,000 | -13.8% | 14,272 | +74.9% | 0.02% | -21.1% |
| Q4 2018 | $254,000 | -12.4% | 8,159 | +18.1% | 0.02% | +5.6% |
| Q3 2018 | $290,000 | 0.0% | 6,908 | 0.0% | 0.02% | -18.2% |
| Q2 2018 | $290,000 | +12.0% | 6,908 | -1.4% | 0.02% | +22.2% |
| Q1 2018 | $259,000 | -24.7% | 7,008 | -19.2% | 0.02% | -25.0% |
| Q4 2017 | $344,000 | -19.2% | 8,678 | -23.8% | 0.02% | -22.6% |
| Q3 2017 | $426,000 | -11.2% | 11,387 | -15.8% | 0.03% | -16.2% |
| Q2 2017 | $480,000 | -19.5% | 13,527 | -12.4% | 0.04% | -21.3% |
| Q1 2017 | $596,000 | -7.5% | 15,449 | -0.4% | 0.05% | -11.3% |
| Q4 2016 | $644,000 | -65.3% | 15,515 | -71.7% | 0.05% | -72.5% |
| Q4 2015 | $1,857,000 | +83.0% | 54,854 | +142.1% | 0.19% | +78.7% |
| Q4 2014 | $1,015,000 | – | 22,657 | – | 0.11% | – |
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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% |