ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 101 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $705,000 | -26.6% | 23,308 | -28.9% | 0.37% | +34.5% |
| Q4 2014 | $960,000 | +90.1% | 32,762 | +94.3% | 0.28% | +9.4% |
| Q3 2014 | $505,000 | +7.4% | 16,863 | +8.9% | 0.25% | +92.4% |
| Q2 2014 | $470,000 | -0.8% | 15,491 | -1.9% | 0.13% | -43.6% |
| Q1 2014 | $474,000 | +45.8% | 15,795 | +44.6% | 0.23% | +48.1% |
| Q4 2013 | $325,000 | +4.8% | 10,927 | -2.9% | 0.16% | -19.8% |
| Q3 2013 | $310,000 | -3.1% | 11,254 | -9.2% | 0.20% | -7.1% |
| Q2 2013 | $320,000 | +24.5% | 12,393 | +17.3% | 0.21% | -95.4% |
| Q1 2013 | $257,000 | +8.4% | 10,565 | +8.2% | 4.62% | +17.1% |
| Q4 2012 | $237,000 | – | 9,768 | – | 3.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| United Asset Strategies, Inc. | 95,185 | $2,830,000 | 1.94% |
| TOTH FINANCIAL ADVISORY CORP | 97,586 | $2,901,000 | 1.23% |
| OLD SECOND NATIONAL BANK OF AURORA | 93,433 | $2,778,000 | 1.14% |
| CINQUE PARTNERS LLC | 63,058 | $1,875,000 | 0.96% |
| CHEMUNG CANAL TRUST CO | 88,487 | $2,631,000 | 0.54% |
| MONROE BANK & TRUST/MI | 45,971 | $1,367,000 | 0.53% |
| Patriot Wealth Management, Inc. | 61,381 | $1,825,000 | 0.50% |
| Advisors Preferred, LLC | 29,840 | $887,000 | 0.49% |
| MASSMUTUAL TRUST CO FSB/ADV | 14,190 | $421,869,000 | 0.39% |
| WASHINGTON TRUST BANK | 0 | $201,000 | 0.36% |