ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 83 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 3.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $21,251,000 | +4.5% | 140,830 | +1.8% | 0.02% | 0.0% |
| Q2 2014 | $20,335,000 | -12.1% | 138,326 | -19.0% | 0.02% | -23.8% |
| Q1 2014 | $23,134,000 | +58.1% | 170,795 | +53.9% | 0.02% | +50.0% |
| Q4 2013 | $14,637,000 | +10.1% | 110,971 | -1.8% | 0.01% | 0.0% |
| Q3 2013 | $13,292,000 | -10.1% | 113,002 | -16.0% | 0.01% | -22.2% |
| Q2 2013 | $14,783,000 | – | 134,528 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |