ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 98 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $5,795,000 | -6.1% | 193,483 | -4.9% | 0.00% | -20.0% |
| Q2 2014 | $6,170,000 | +40.0% | 203,438 | +38.4% | 0.01% | +25.0% |
| Q1 2014 | $4,408,000 | -6.7% | 147,039 | -7.5% | 0.00% | 0.0% |
| Q4 2013 | $4,727,000 | +13.1% | 158,994 | +4.9% | 0.00% | 0.0% |
| Q3 2013 | $4,179,000 | +21.9% | 151,522 | +14.2% | 0.00% | 0.0% |
| Q2 2013 | $3,429,000 | – | 132,632 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phoenix Holdings Ltd. | 3,954,045 | $99,365,000 | 2.03% |
| HERBST GROUP, LLC | 39,533 | $1,005,000 | 0.79% |
| First Citizens Financial Corp | 34,905 | $877,000 | 0.77% |
| Antonetti Capital Management LLC | 19,956 | $501,000 | 0.53% |
| Orion Portfolio Solutions, LLC | 399,977 | $10,051,000 | 0.40% |
| Lumature Wealth Partners, LLC | 28,375 | $713,000 | 0.32% |
| Sierra Capital LLC | 50,121 | $1,260,000 | 0.23% |
| Kinloch Capital, LLC | 13,967 | $351,000 | 0.23% |
| Signature Wealth Management Partners, LLC | 8,495 | $213,000 | 0.22% |
| NBT BANK N A /NY | 48,434 | $1,217,000 | 0.19% |