ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $209,000 | -1.9% | 6,464 | -1.9% | 0.03% | -7.1% |
| Q1 2017 | $213,000 | -10.1% | 6,589 | -4.2% | 0.03% | -15.2% |
| Q4 2016 | $237,000 | +6.8% | 6,877 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $222,000 | -5.9% | 6,877 | -3.2% | 0.03% | -8.3% |
| Q2 2016 | $236,000 | +8.3% | 7,102 | 0.0% | 0.04% | +9.1% |
| Q1 2016 | $218,000 | -8.4% | 7,102 | -14.0% | 0.03% | -13.2% |
| Q4 2015 | $238,000 | +6.7% | 8,259 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $223,000 | -7.9% | 8,259 | 0.0% | 0.04% | -2.6% |
| Q2 2015 | $242,000 | -12.9% | 8,259 | -10.0% | 0.04% | -17.0% |
| Q1 2015 | $278,000 | +1.1% | 9,180 | -2.1% | 0.05% | -4.1% |
| Q4 2014 | $275,000 | -2.1% | 9,380 | -0.1% | 0.05% | -7.5% |
| Q3 2014 | $281,000 | -12.5% | 9,385 | -11.3% | 0.05% | -14.5% |
| Q2 2014 | $321,000 | -4.7% | 10,582 | -5.7% | 0.06% | +3.3% |
| Q1 2014 | $337,000 | -2.3% | 11,224 | -3.3% | 0.06% | -4.8% |
| Q4 2013 | $345,000 | -46.9% | 11,612 | -50.7% | 0.06% | -3.1% |
| Q3 2013 | $650,000 | +113.1% | 23,574 | +99.6% | 0.06% | +3.2% |
| Q2 2013 | $305,000 | – | 11,808 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |