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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | -65.0% | 212 | -60.8% | 0.01% | -45.5% |
| Q1 2019 | $20,000 | +17.6% | 541 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -70.2% | 539 | -61.5% | 0.01% | -60.7% |
| Q3 2018 | $57,000 | -1.7% | 1,401 | +0.6% | 0.03% | -3.4% |
| Q2 2018 | $58,000 | +11.5% | 1,393 | 0.0% | 0.03% | +3.6% |
| Q1 2018 | $52,000 | -5.5% | 1,393 | +0.6% | 0.03% | -6.7% |
| Q4 2017 | $55,000 | +5.8% | 1,385 | +1.4% | 0.03% | 0.0% |
| Q3 2017 | $52,000 | -7.1% | 1,366 | -12.2% | 0.03% | -11.8% |
| Q2 2017 | $56,000 | +7.7% | 1,555 | +14.4% | 0.03% | -29.2% |
| Q1 2017 | $52,000 | +8.3% | 1,359 | +16.9% | 0.05% | -5.9% |
| Q4 2016 | $48,000 | – | 1,163 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 169,197 | $7,402,395 | 3.29% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $13,125,000 | 3.28% |
| Dentgroup LLC | 78,669 | $3,441,777 | 2.76% |
| PGIM Custom Harvest LLC | 1,463,918 | $64,046,411 | 2.66% |
| Townsend & Associates, Inc | 131,567 | $5,863,921 | 2.35% |
| SPC Financial, Inc. | 408,413 | $17,868,069 | 2.04% |
| FORTE ASSET MANAGEMENT LLC | 58,207 | $2,546,559 | 1.68% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 34,594 | $1,513,508 | 1.39% |
| Foundation Wealth Management, LLC | 26,229 | $1,147,490 | 1.18% |
| Ironwood Financial, llc | 74,663 | $3,266,489 | 0.91% |