ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 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 ↓ |
|---|---|---|---|
| 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% |