ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 124 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $234,000 | +10.4% | 1,104 | +1.3% | 0.07% | +9.1% |
| Q2 2018 | $212,000 | +1.4% | 1,090 | -5.1% | 0.07% | -1.5% |
| Q1 2018 | $209,000 | +1.5% | 1,148 | 0.0% | 0.07% | +4.7% |
| Q4 2017 | $206,000 | +9.0% | 1,148 | -0.2% | 0.06% | +1.6% |
| Q2 2017 | $189,000 | +2.2% | 1,150 | 0.0% | 0.06% | +3.3% |
| Q1 2017 | $185,000 | -4.1% | 1,150 | -9.8% | 0.06% | -7.6% |
| Q4 2016 | $193,000 | -1.5% | 1,275 | -5.2% | 0.07% | -2.9% |
| Q1 2016 | $196,000 | +13.3% | 1,345 | +12.1% | 0.07% | +9.7% |
| Q4 2015 | $173,000 | -13.9% | 1,200 | -18.1% | 0.06% | -16.2% |
| Q3 2015 | $201,000 | -16.2% | 1,465 | -12.6% | 0.07% | -8.6% |
| Q2 2015 | $240,000 | -10.4% | 1,677 | -9.7% | 0.08% | -12.9% |
| Q1 2015 | $268,000 | -13.3% | 1,857 | -17.4% | 0.09% | -11.4% |
| Q4 2014 | $309,000 | +1.6% | 2,247 | -8.0% | 0.10% | -5.4% |
| Q3 2014 | $304,000 | -12.1% | 2,442 | -13.0% | 0.11% | -2.6% |
| Q2 2014 | $346,000 | +2.4% | 2,807 | 0.0% | 0.11% | +0.9% |
| Q1 2014 | $338,000 | +3.0% | 2,807 | +3.8% | 0.11% | -11.7% |
| Q4 2013 | $328,000 | +6.8% | 2,705 | -3.1% | 0.13% | +0.8% |
| Q3 2013 | $307,000 | -8.9% | 2,792 | -15.0% | 0.13% | -15.3% |
| Q2 2013 | $337,000 | – | 3,285 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |