ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $92,000 | +2.2% | 3,080 | 0.0% | 0.08% | -6.7% |
| Q3 2019 | $90,000 | +63.6% | 3,080 | +66.0% | 0.09% | +61.8% |
| Q2 2019 | $55,000 | 0.0% | 1,855 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $55,000 | +12.2% | 1,855 | 0.0% | 0.06% | +3.8% |
| Q4 2018 | $49,000 | +22.5% | 1,855 | +39.0% | 0.05% | +39.5% |
| Q3 2018 | $40,000 | +8.1% | 1,335 | 0.0% | 0.04% | +11.8% |
| Q2 2018 | $37,000 | +2.8% | 1,335 | 0.0% | 0.03% | +3.0% |
| Q1 2018 | $36,000 | +33.3% | 1,335 | +42.8% | 0.03% | +43.5% |
| Q4 2017 | $27,000 | -89.1% | 935 | -88.5% | 0.02% | -93.9% |
| Q3 2017 | $247,000 | -19.3% | 8,135 | -14.2% | 0.38% | +484.6% |
| Q2 2017 | $306,000 | – | 9,480 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |