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 | $7,115 | +2.5% | 150 | -7.4% | 0.00% | – |
| Q2 2023 | $6,941 | -2.1% | 162 | 0.0% | 0.00% | – |
| Q1 2023 | $7,088 | +1.6% | 162 | +8.0% | 0.00% | – |
| Q4 2022 | $6,974 | +16.2% | 150 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -60.0% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -98.8% | 150 | -98.9% | 0.00% | -98.2% |
| Q1 2017 | $518,000 | +8533.3% | 13,437 | +8858.0% | 0.06% | +5400.0% |
| Q4 2016 | $6,000 | -89.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $59,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |