ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 135 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $148,000 | +49.5% | 3,301 | +72.2% | 0.05% | +48.6% |
| Q3 2014 | $99,000 | -76.7% | 1,917 | -74.4% | 0.04% | -76.2% |
| Q2 2014 | $425,000 | -26.2% | 7,483 | -33.7% | 0.15% | +32.4% |
| Q1 2014 | $576,000 | +648.1% | 11,282 | +637.9% | 0.11% | +246.9% |
| Q4 2013 | $77,000 | +30.5% | 1,529 | +22.5% | 0.03% | +6.7% |
| Q3 2013 | $59,000 | +118.5% | 1,248 | +102.3% | 0.03% | +66.7% |
| Q2 2013 | $27,000 | – | 617 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Commonwealth Financial Services, LLC | 81,039 | $3,109,000 | 3.66% |
| AMG National Trust Bank | 634,768 | $24,350,000 | 2.18% |
| ALLSTATE CORP | 564,800 | $21,666,000 | 1.42% |
| INVESTMENT PARTNERS, LTD. | 25,850 | $992,000 | 0.99% |
| Round Table Services, LLC | 38,148 | $1,463,000 | 0.82% |
| Stillwater Capital Advisors, LLC | 71,745 | $2,752,000 | 0.82% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 44,921 | $1,723,000 | 0.81% |
| CETERA INVESTMENT MANAGEMENT LLC | 35,319 | $1,355,000 | 0.80% |
| Archford Capital Strategies, LLC | 38,774 | $1,487,000 | 0.78% |
| GRIMES & COMPANY, INC. | 106,883 | $4,100,000 | 0.55% |