ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,899,000 | +16.4% | 90,264 | +15.1% | 0.38% | +5.0% |
| Q3 2019 | $2,491,000 | -10.3% | 78,446 | -2.8% | 0.36% | -11.3% |
| Q2 2019 | $2,776,000 | -4.5% | 80,676 | -0.0% | 0.41% | -6.7% |
| Q1 2019 | $2,907,000 | +11.0% | 80,696 | -4.0% | 0.44% | +0.9% |
| Q4 2018 | $2,620,000 | -54.4% | 84,079 | -38.5% | 0.43% | -48.6% |
| Q3 2018 | $5,741,000 | +0.3% | 136,816 | +0.3% | 0.84% | -5.2% |
| Q2 2018 | $5,724,000 | +13.3% | 136,470 | -0.1% | 0.89% | -19.4% |
| Q1 2018 | $5,050,000 | -6.1% | 136,595 | +0.7% | 1.10% | +2.8% |
| Q4 2017 | $5,380,000 | +165.4% | 135,684 | +150.6% | 1.07% | +233.3% |
| Q3 2017 | $2,027,000 | +27.6% | 54,154 | +21.0% | 0.32% | -4.7% |
| Q2 2017 | $1,589,000 | -7.7% | 44,765 | +0.3% | 0.34% | -7.7% |
| Q1 2017 | $1,721,000 | – | 44,646 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 155,062 | $6,345,000 | 5.20% |
| EQ LLC | 122,528 | $5,014,000 | 3.64% |
| Outlook Wealth Advisors, LLC | 258,549 | $10,580,000 | 3.54% |
| Buttonwood Financial Group, LLC | 100,879 | $4,121,000 | 3.06% |
| Dentgroup LLC | 75,922 | $3,107,000 | 2.99% |
| Bernardo Wealth Planning LLC | 146,189 | $5,982,000 | 2.97% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $12,276,000 | 2.90% |
| Keystone Financial Services | 115,221 | $4,625,000 | 2.66% |
| AVAII WEALTH MANAGEMENT, LLC | 70,249 | $2,875,000 | 2.66% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 179,590 | $7,349,000 | 2.60% |