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 2019 | $208,000 | -7.6% | 6,550 | 0.0% | 0.02% | -11.8% |
| Q2 2019 | $225,000 | -4.7% | 6,550 | 0.0% | 0.02% | -15.0% |
| Q1 2019 | $236,000 | +15.7% | 6,550 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $204,000 | -25.8% | 6,550 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $275,000 | 0.0% | 6,550 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $275,000 | +13.6% | 6,550 | 0.0% | 0.02% | +10.0% |
| Q1 2018 | $242,000 | -6.9% | 6,550 | 0.0% | 0.02% | -9.1% |
| Q4 2017 | $260,000 | +6.1% | 6,550 | 0.0% | 0.02% | +4.8% |
| Q3 2017 | $245,000 | +5.2% | 6,550 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $233,000 | -7.5% | 6,550 | 0.0% | 0.02% | -8.7% |
| Q1 2017 | $252,000 | -7.4% | 6,550 | 0.0% | 0.02% | -8.0% |
| Q4 2016 | $272,000 | +6.7% | 6,550 | 0.0% | 0.02% | +8.7% |
| Q3 2016 | $255,000 | +1.6% | 6,550 | 0.0% | 0.02% | -4.2% |
| Q2 2016 | $251,000 | +10.1% | 6,550 | 0.0% | 0.02% | +4.3% |
| Q1 2016 | $228,000 | +2.7% | 6,550 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $222,000 | – | 6,550 | – | 0.02% | – |
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% |