ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 98 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,000 | -80.0% | 50 | -73.7% | 0.00% | -100.0% |
| Q2 2018 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $5,000 | -16.7% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -14.3% | 190 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $7,000 | +40.0% | 190 | +35.7% | 0.00% | +50.0% |
| Q3 2016 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | +25.0% | 140 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $4,000 | -50.0% | 140 | -48.1% | 0.00% | -33.3% |
| Q3 2014 | $8,000 | 0.0% | 270 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $8,000 | -42.9% | 270 | -43.2% | 0.00% | -33.3% |
| Q1 2014 | $14,000 | 0.0% | 475 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $14,000 | -97.0% | 475 | -97.2% | 0.01% | -97.2% |
| Q3 2013 | $471,000 | +4.9% | 17,070 | -1.7% | 0.25% | -1.2% |
| Q2 2013 | $449,000 | – | 17,360 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |