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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | +42.9% | 371 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $7,000 | +16.7% | 371 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -50.0% | 371 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $12,000 | 0.0% | 371 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -7.7% | 371 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $13,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 371 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $12,000 | -47.8% | 371 | -32.4% | 0.01% | -45.5% |
| Q3 2018 | $23,000 | 0.0% | 549 | 0.0% | 0.01% | -15.4% |
| Q2 2018 | $23,000 | +15.0% | 549 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $20,000 | -4.8% | 549 | 0.0% | 0.01% | -20.0% |
| Q4 2017 | $21,000 | – | 549 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AMG National Trust Bank | 663,754 | $24,845,000 | 1.72% |
| Summit X, LLC | 65,331 | $2,444,000 | 1.62% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $968,000 | 0.83% |
| Brookstone Capital Management | 184,159 | $6,893,000 | 0.62% |
| Archford Capital Strategies, LLC | 40,133 | $1,502,000 | 0.56% |
| TWO SIGMA SECURITIES, LLC | 152,914 | $5,724,000 | 0.52% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 93,873 | $3,514,000 | 0.42% |
| Conservest Capital Advisors, Inc. | 54,154 | $2,027,000 | 0.32% |
| United Asset Strategies, Inc. | 12,950 | $485,000 | 0.28% |
| Stonebridge Capital Advisors LLC | 26,709 | $1,000,000 | 0.25% |