ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 98 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $476,000 | -7.4% | 4,928 | 0.0% | 0.03% | +10.7% |
| Q2 2015 | $514,000 | -2.5% | 4,928 | -2.0% | 0.03% | -3.4% |
| Q1 2015 | $527,000 | +0.2% | 5,028 | -1.0% | 0.03% | -3.3% |
| Q4 2014 | $526,000 | +0.8% | 5,078 | -3.5% | 0.03% | 0.0% |
| Q3 2014 | $522,000 | -0.2% | 5,260 | -0.3% | 0.03% | 0.0% |
| Q2 2014 | $523,000 | -0.2% | 5,275 | -4.5% | 0.03% | -3.2% |
| Q1 2014 | $524,000 | +0.6% | 5,525 | -1.2% | 0.03% | -3.1% |
| Q4 2013 | $521,000 | +3.0% | 5,590 | -5.9% | 0.03% | -11.1% |
| Q3 2013 | $506,000 | +5.2% | 5,940 | -0.4% | 0.04% | +2.9% |
| Q2 2013 | $481,000 | – | 5,965 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Townsend & Associates, Inc | 235,529 | $22,215,000 | 16.18% |
| Lowe Wealth Advisors, LLC | 45,504 | $4,292,000 | 2.18% |
| Savant Capital, LLC | 194,243 | $18,321,000 | 1.07% |
| Sterling Investment Advisors, Ltd. | 32,037 | $3,081,000 | 1.05% |
| IBEX WEALTH ADVISORS | 30,886 | $2,913,000 | 0.76% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,012,000 | 0.73% |
| Ballew Advisors, Inc | 9,761 | $935,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 10,718 | $1,011,000 | 0.70% |
| Mathes Company, Inc. | 17,260 | $1,628,000 | 0.66% |
| TrinityPoint Wealth, LLC | 24,867 | $2,410,000 | 0.58% |