ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $446,000 | -81.3% | 3,373 | -81.1% | 0.07% | -55.8% |
| Q4 2017 | $2,384,000 | +4.7% | 17,845 | -1.2% | 0.15% | -27.4% |
| Q3 2017 | $2,276,000 | +22.2% | 18,063 | +17.6% | 0.21% | +202.9% |
| Q2 2017 | $1,863,000 | +36.3% | 15,355 | +32.9% | 0.07% | +600.0% |
| Q1 2017 | $1,367,000 | -4.5% | 11,557 | -12.4% | 0.01% | +42.9% |
| Q3 2016 | $1,431,000 | +147.2% | 13,187 | +138.5% | 0.01% | +133.3% |
| Q2 2016 | $579,000 | +130.7% | 5,530 | +118.3% | 0.00% | +200.0% |
| Q3 2014 | $251,000 | -91.1% | 2,533 | -92.8% | 0.00% | -90.0% |
| Q2 2013 | $2,831,000 | – | 35,089 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 89,493 | $9,268,000 | 6.63% |
| Savant Capital, LLC | 151,400 | $15,680,000 | 5.94% |
| FolioMetrix LLC | 25,339 | $2,413,000 | 1.71% |
| ASSET ADVISORS CORP | 47,589 | $4,929,000 | 1.09% |
| WESPAC Advisors, LLC | 13,071 | $1,354,000 | 0.95% |
| ROCKY MOUNTAIN ADVISERS, LLC | 1,270 | $132,000 | 0.90% |
| Mathes Company, Inc. | 14,300 | $1,481,000 | 0.78% |
| Peachtree Investment Advisors, Inc. | 9,646 | $999,000 | 0.67% |
| Thomasville National Bank | 18,034 | $1,868,000 | 0.67% |
| Biondo Investment Advisors, LLC | 20,450 | $2,118,000 | 0.64% |