ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,942,000 | -31.3% | 59,000 | -42.4% | 0.01% | -56.0% |
| Q2 2018 | $2,826,000 | +4.6% | 102,500 | +2.5% | 0.02% | +13.6% |
| Q1 2018 | $2,702,000 | +1384.6% | 100,000 | +1515.0% | 0.02% | +1000.0% |
| Q4 2017 | $182,000 | +2.8% | 6,192 | +6.4% | 0.00% | 0.0% |
| Q3 2017 | $177,000 | +48.7% | 5,818 | +57.3% | 0.00% | +100.0% |
| Q2 2017 | $119,000 | -96.9% | 3,699 | -96.8% | 0.00% | -96.4% |
| Q2 2016 | $3,886,000 | +20.8% | 116,691 | +4.4% | 0.03% | +21.7% |
| Q4 2015 | $3,217,000 | +12.1% | 111,729 | +5.1% | 0.02% | +35.3% |
| Q3 2015 | $2,869,000 | -26.1% | 106,258 | -19.9% | 0.02% | -34.6% |
| Q2 2015 | $3,884,000 | -32.6% | 132,638 | -30.4% | 0.03% | -23.5% |
| Q1 2015 | $5,760,000 | +52.9% | 190,611 | +48.1% | 0.03% | +78.9% |
| Q4 2014 | $3,768,000 | +600.4% | 128,685 | +615.8% | 0.02% | +533.3% |
| Q3 2014 | $538,000 | +115.2% | 17,979 | +118.3% | 0.00% | +200.0% |
| Q2 2014 | $250,000 | -89.0% | 8,237 | -89.2% | 0.00% | -90.0% |
| Q1 2014 | $2,281,000 | -61.7% | 76,099 | -62.0% | 0.01% | -60.0% |
| Q4 2013 | $5,960,000 | +349.5% | 200,473 | +316.9% | 0.02% | +400.0% |
| Q3 2013 | $1,326,000 | -54.2% | 48,084 | -57.1% | 0.01% | -64.3% |
| Q2 2013 | $2,894,000 | – | 111,972 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |