ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 153 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 11.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $11,000 | -8.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $12,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | +20.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $10,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $10,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $10,000 | -23.1% | 300 | 0.0% | 0.01% | -28.6% |
| Q2 2015 | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $13,000 | -13.3% | 300 | 0.0% | 0.01% | -12.5% |
| Q3 2014 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $15,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $15,000 | – | 300 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |