ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 130 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $141,000 | -41.2% | 1,000 | -48.1% | 0.00% | -33.3% |
| Q4 2018 | $240,000 | -14.6% | 1,928 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $281,000 | +6.8% | 1,928 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $263,000 | +3.1% | 1,928 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $255,000 | -1.2% | 1,928 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $258,000 | -20.6% | 1,928 | -25.2% | 0.00% | -25.0% |
| Q3 2017 | $325,000 | +3.8% | 2,577 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $313,000 | +2.6% | 2,577 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $305,000 | +3.7% | 2,577 | -1.6% | 0.00% | 0.0% |
| Q4 2016 | $294,000 | – | 2,620 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |