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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $5,929,000 | +0.2% | 43,489 | -2.9% | 1.03% | +3.6% |
| Q1 2018 | $5,918,000 | -1.3% | 44,789 | -0.2% | 1.00% | +1.5% |
| Q4 2017 | $5,998,000 | +6.0% | 44,889 | 0.0% | 0.98% | -2.6% |
| Q3 2017 | $5,657,000 | +2.7% | 44,889 | -1.1% | 1.01% | +1.6% |
| Q2 2017 | $5,507,000 | +2.2% | 45,389 | -0.4% | 0.99% | +0.9% |
| Q1 2017 | $5,391,000 | +5.4% | 45,589 | -0.1% | 0.98% | -3.9% |
| Q4 2016 | $5,114,000 | +3.3% | 45,639 | 0.0% | 1.02% | -0.8% |
| Q3 2016 | $4,953,000 | +3.7% | 45,639 | 0.0% | 1.03% | +3.9% |
| Q2 2016 | $4,775,000 | +1.8% | 45,639 | -0.2% | 0.99% | -2.2% |
| Q1 2016 | $4,689,000 | -2.7% | 45,739 | -3.2% | 1.01% | -6.0% |
| Q4 2015 | $4,817,000 | +5.7% | 47,239 | 0.0% | 1.08% | -3.6% |
| Q3 2015 | $4,558,000 | -7.7% | 47,239 | -0.3% | 1.12% | +1.4% |
| Q2 2015 | $4,940,000 | -0.6% | 47,389 | 0.0% | 1.10% | -1.1% |
| Q1 2015 | $4,969,000 | +0.8% | 47,389 | -0.4% | 1.12% | +2.4% |
| Q4 2014 | $4,929,000 | +1.8% | 47,589 | -2.6% | 1.09% | -1.9% |
| Q3 2014 | $4,842,000 | -0.1% | 48,839 | -0.2% | 1.11% | +0.8% |
| Q2 2014 | $4,849,000 | +4.3% | 48,918 | -0.2% | 1.10% | +0.1% |
| Q1 2014 | $4,648,000 | -2.6% | 49,018 | -4.1% | 1.10% | -3.5% |
| Q4 2013 | $4,771,000 | +9.3% | 51,118 | -0.2% | 1.14% | -8.1% |
| Q3 2013 | $4,364,000 | +5.6% | 51,218 | 0.0% | 1.24% | +1.9% |
| Q2 2013 | $4,133,000 | – | 51,218 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |