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 | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |