ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 158 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $20,000 | -60.8% | 116 | -67.3% | 0.01% | -42.9% |
| Q1 2016 | $51,000 | +13.3% | 355 | +6.0% | 0.01% | +7.7% |
| Q4 2015 | $45,000 | -4.3% | 335 | 0.0% | 0.01% | +30.0% |
| Q3 2015 | $47,000 | -4.1% | 335 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $49,000 | -5.8% | 335 | 0.0% | 0.01% | -9.1% |
| Q1 2015 | $52,000 | -24.6% | 335 | -20.2% | 0.01% | -21.4% |
| Q4 2014 | $69,000 | +97.1% | 420 | +82.6% | 0.01% | +55.6% |
| Q3 2014 | $35,000 | – | 230 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |