ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $519,000 | -59.9% | 2,907 | -61.3% | 0.05% | -2.0% |
| Q2 2017 | $1,294,000 | -24.2% | 7,521 | -27.8% | 0.05% | +308.3% |
| Q1 2017 | $1,708,000 | -48.4% | 10,413 | -48.7% | 0.01% | -20.0% |
| Q4 2016 | $3,308,000 | +653.5% | 20,314 | +572.0% | 0.02% | +650.0% |
| Q3 2016 | $439,000 | -67.4% | 3,023 | -68.5% | 0.00% | -66.7% |
| Q3 2015 | $1,345,000 | -66.5% | 9,610 | -65.3% | 0.01% | -66.7% |
| Q2 2015 | $4,013,000 | +56.6% | 27,681 | +69.2% | 0.02% | +50.0% |
| Q1 2015 | $2,562,000 | -53.4% | 16,360 | -55.1% | 0.01% | -47.8% |
| Q3 2014 | $5,499,000 | +117.4% | 36,440 | +95.1% | 0.02% | +109.1% |
| Q1 2014 | $2,529,000 | +976.2% | 18,673 | +947.9% | 0.01% | +1000.0% |
| Q4 2013 | $235,000 | -83.0% | 1,782 | -84.8% | 0.00% | -80.0% |
| Q3 2013 | $1,382,000 | – | 11,747 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |