ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 81 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,615,000 | +0.5% | 29,223 | -6.1% | 0.03% | -9.4% |
| Q3 2019 | $4,591,000 | +3.4% | 31,109 | +2.6% | 0.03% | 0.0% |
| Q2 2019 | $4,440,000 | +0.0% | 30,322 | -3.5% | 0.03% | -5.9% |
| Q1 2019 | $4,439,000 | +23.9% | 31,430 | +9.2% | 0.03% | +6.2% |
| Q4 2018 | $3,583,000 | -10.0% | 28,791 | +5.3% | 0.03% | -3.0% |
| Q3 2018 | $3,979,000 | -35.2% | 27,340 | -41.2% | 0.03% | -42.1% |
| Q2 2018 | $6,139,000 | 0.0% | 46,464 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,139,000 | +38.3% | 46,464 | +39.9% | 0.06% | +35.7% |
| Q4 2017 | $4,438,000 | +25.9% | 33,209 | +18.7% | 0.04% | +10.5% |
| Q3 2017 | $3,525,000 | +508.8% | 27,969 | +486.4% | 0.04% | +442.9% |
| Q2 2017 | $579,000 | +39.2% | 4,770 | +35.7% | 0.01% | +40.0% |
| Q1 2017 | $416,000 | -51.5% | 3,516 | -54.1% | 0.01% | -58.3% |
| Q4 2016 | $858,000 | +31.0% | 7,654 | +26.7% | 0.01% | +20.0% |
| Q3 2016 | $655,000 | +187.3% | 6,041 | +177.5% | 0.01% | +150.0% |
| Q2 2016 | $228,000 | +12.9% | 2,177 | +10.4% | 0.00% | 0.0% |
| Q1 2016 | $202,000 | -76.3% | 1,972 | -76.4% | 0.00% | -75.0% |
| Q4 2015 | $853,000 | +215.9% | 8,373 | +199.5% | 0.02% | +166.7% |
| Q3 2015 | $270,000 | +70.9% | 2,796 | +84.9% | 0.01% | +100.0% |
| Q2 2015 | $158,000 | -69.0% | 1,512 | -68.8% | 0.00% | -70.0% |
| Q1 2015 | $509,000 | -75.5% | 4,853 | -75.8% | 0.01% | -78.3% |
| Q4 2014 | $2,075,000 | +161.7% | 20,036 | +150.5% | 0.05% | +109.1% |
| Q3 2014 | $793,000 | -52.7% | 7,999 | -52.7% | 0.02% | -52.2% |
| Q2 2014 | $1,677,000 | +91.0% | 16,920 | +82.7% | 0.05% | +76.9% |
| Q1 2014 | $878,000 | -8.0% | 9,260 | -9.4% | 0.03% | -10.3% |
| Q4 2013 | $954,000 | +553.4% | 10,220 | +497.0% | 0.03% | +480.0% |
| Q3 2013 | $146,000 | -50.0% | 1,712 | -52.8% | 0.01% | -50.0% |
| Q2 2013 | $292,000 | – | 3,624 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |