ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 123 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.57 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $298,000 | +331.9% | 9,281 | +326.3% | 0.00% | – |
| Q3 2019 | $69,000 | +6800.0% | 2,177 | +3931.5% | 0.00% | – |
| Q2 2019 | $1,000 | -99.1% | 54 | -98.3% | 0.00% | – |
| Q1 2019 | $116,000 | +625.0% | 3,228 | +475.4% | 0.00% | – |
| Q4 2018 | $16,000 | -96.3% | 561 | -94.5% | 0.00% | – |
| Q3 2018 | $429,000 | -92.3% | 10,232 | -93.2% | 0.00% | -100.0% |
| Q1 2018 | $5,549,000 | +268.5% | 150,108 | +346.5% | 0.00% | +200.0% |
| Q4 2014 | $1,506,000 | -85.9% | 33,622 | -83.8% | 0.00% | -85.7% |
| Q3 2014 | $10,680,000 | -21.4% | 207,247 | -13.4% | 0.01% | -22.2% |
| Q2 2014 | $13,586,000 | -8.4% | 239,222 | -17.7% | 0.01% | -18.2% |
| Q1 2014 | $14,826,000 | +28.7% | 290,844 | +27.5% | 0.01% | +37.5% |
| Q4 2013 | $11,517,000 | +4381.3% | 228,124 | +4067.4% | 0.01% | – |
| Q3 2013 | $257,000 | – | 5,474 | – | 0.00% | – |
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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% |