ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,189 | -25.8% | 763 | -33.0% | 0.00% | – |
| Q2 2023 | $48,752 | -2.2% | 1,138 | -0.1% | 0.00% | – |
| Q1 2023 | $49,831 | -14.3% | 1,139 | -9.0% | 0.00% | – |
| Q4 2022 | $58,159 | -85.3% | 1,251 | -87.6% | 0.00% | – |
| Q3 2022 | $395,000 | -48.8% | 10,051 | -50.3% | 0.00% | -100.0% |
| Q2 2022 | $771,000 | -21.3% | 20,231 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $980,000 | +9.3% | 23,932 | -19.7% | 0.00% | – |
| Q4 2021 | $897,000 | +49.3% | 29,803 | +40.1% | 0.00% | – |
| Q3 2021 | $601,000 | -22.9% | 21,269 | -20.7% | 0.00% | – |
| Q2 2021 | $780,000 | +180.6% | 26,809 | +152.6% | 0.00% | – |
| Q1 2021 | $278,000 | +150.5% | 10,615 | +94.2% | 0.00% | – |
| Q4 2020 | $111,000 | +640.0% | 5,467 | +500.8% | 0.00% | – |
| Q3 2020 | $15,000 | -85.1% | 910 | -81.9% | 0.00% | – |
| Q2 2020 | $101,000 | +818.2% | 5,024 | +609.6% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 708 | +39.6% | 0.00% | – |
| Q4 2019 | $16,000 | -72.4% | 507 | -72.4% | 0.00% | – |
| Q3 2019 | $58,000 | -13.4% | 1,834 | -5.1% | 0.00% | – |
| Q2 2019 | $67,000 | +4.7% | 1,933 | +8.6% | 0.00% | – |
| Q1 2019 | $64,000 | +8.5% | 1,780 | -5.3% | 0.00% | – |
| Q4 2018 | $59,000 | -28.9% | 1,880 | -5.1% | 0.00% | – |
| Q3 2018 | $83,000 | -9.8% | 1,980 | -9.5% | 0.00% | – |
| Q2 2018 | $92,000 | +13.6% | 2,187 | 0.0% | 0.00% | – |
| Q1 2018 | $81,000 | -3.6% | 2,187 | +3.1% | 0.00% | – |
| Q4 2017 | $84,000 | +1.2% | 2,121 | -4.4% | 0.00% | – |
| Q3 2017 | $83,000 | -10.8% | 2,218 | -15.1% | 0.00% | – |
| Q2 2017 | $93,000 | -26.8% | 2,613 | -21.0% | 0.00% | – |
| Q1 2017 | $127,000 | -94.2% | 3,308 | -93.7% | 0.00% | -100.0% |
| Q4 2016 | $2,192,000 | +8.2% | 52,774 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $2,026,000 | +1.2% | 51,940 | -0.5% | 0.00% | 0.0% |
| Q2 2016 | $2,002,000 | +5033.3% | 52,190 | +4539.1% | 0.00% | – |
| Q1 2016 | $39,000 | -97.7% | 1,125 | -97.8% | 0.00% | -100.0% |
| Q4 2015 | $1,725,000 | -1.3% | 50,931 | +0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,747,000 | -19.5% | 50,906 | -0.6% | 0.00% | 0.0% |
| Q2 2015 | $2,170,000 | -67.1% | 51,215 | -66.1% | 0.00% | -66.7% |
| Q1 2015 | $6,592,000 | -2.6% | 151,187 | +0.0% | 0.01% | 0.0% |
| Q4 2014 | $6,771,000 | +30.0% | 151,113 | +49.5% | 0.01% | +20.0% |
| Q3 2014 | $5,209,000 | -9.0% | 101,047 | +0.2% | 0.01% | 0.0% |
| Q2 2014 | $5,727,000 | -25.4% | 100,823 | -33.0% | 0.01% | -37.5% |
| Q1 2014 | $7,673,000 | -10.7% | 150,513 | -11.6% | 0.01% | 0.0% |
| Q4 2013 | $8,594,000 | +4.4% | 170,228 | -2.6% | 0.01% | 0.0% |
| Q3 2013 | $8,234,000 | -6.0% | 174,810 | -11.1% | 0.01% | 0.0% |
| Q2 2013 | $8,756,000 | – | 196,627 | – | 0.01% | – |
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% |