ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 189 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $180,000 | +8.4% | 5,988 | +1.7% | 0.02% | -5.6% |
| Q3 2021 | $166,000 | -2.9% | 5,888 | 0.0% | 0.02% | -10.0% |
| Q2 2021 | $171,000 | +11.0% | 5,888 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $154,000 | +28.3% | 5,888 | -0.8% | 0.02% | +25.0% |
| Q4 2020 | $120,000 | +27.7% | 5,933 | +0.8% | 0.02% | +77.8% |
| Q3 2020 | $94,000 | -20.3% | 5,888 | 0.0% | 0.01% | -30.8% |
| Q2 2020 | $118,000 | +31.1% | 5,888 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $90,000 | -52.4% | 5,888 | 0.0% | 0.01% | -51.7% |
| Q4 2019 | $189,000 | +1.1% | 5,888 | 0.0% | 0.03% | -17.1% |
| Q3 2019 | $187,000 | -7.9% | 5,888 | 0.0% | 0.04% | -10.3% |
| Q2 2019 | $203,000 | -4.2% | 5,888 | 0.0% | 0.04% | -11.4% |
| Q1 2019 | $212,000 | +17.1% | 5,888 | +1.1% | 0.04% | -4.3% |
| Q4 2018 | $181,000 | -23.6% | 5,822 | +3.0% | 0.05% | -46.5% |
| Q3 2018 | $237,000 | -5.2% | 5,654 | -5.0% | 0.09% | -4.4% |
| Q2 2018 | $250,000 | +16.8% | 5,954 | +2.7% | 0.09% | -48.9% |
| Q1 2018 | $214,000 | -8.9% | 5,799 | -2.3% | 0.18% | -17.0% |
| Q4 2017 | $235,000 | +7.8% | 5,937 | +2.0% | 0.21% | -7.0% |
| Q3 2017 | $218,000 | -21.9% | 5,820 | -26.0% | 0.23% | -25.5% |
| Q2 2017 | $279,000 | -7.9% | 7,868 | 0.0% | 0.31% | -8.9% |
| Q1 2017 | $303,000 | -7.3% | 7,868 | 0.0% | 0.34% | -0.6% |
| Q4 2016 | $327,000 | +6.5% | 7,868 | 0.0% | 0.34% | -11.7% |
| Q3 2016 | $307,000 | +1.7% | 7,868 | 0.0% | 0.38% | -3.0% |
| Q2 2016 | $302,000 | -5.9% | 7,868 | -14.8% | 0.40% | +14.2% |
| Q1 2016 | $321,000 | -97.8% | 9,236 | -97.8% | 0.35% | -95.0% |
| Q4 2015 | $14,459,000 | -45.7% | 427,013 | -44.9% | 6.96% | -65.9% |
| Q3 2015 | $26,619,000 | +828.8% | 775,603 | +1112.5% | 20.42% | +761.1% |
| Q4 2014 | $2,866,000 | – | 63,969 | – | 2.37% | – |
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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% |