ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 106 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,071,000 | -17.9% | 48,168 | -21.0% | 0.04% | -23.4% |
| Q2 2017 | $7,399,000 | +48.6% | 60,983 | +44.9% | 0.05% | +42.4% |
| Q1 2017 | $4,978,000 | +23.1% | 42,095 | +16.7% | 0.03% | +10.0% |
| Q4 2016 | $4,043,000 | +30.1% | 36,086 | +26.0% | 0.03% | +20.0% |
| Q3 2016 | $3,107,000 | -4.8% | 28,629 | -8.2% | 0.02% | -7.4% |
| Q2 2016 | $3,262,000 | -5.5% | 31,176 | -7.4% | 0.03% | -12.9% |
| Q1 2016 | $3,451,000 | -1.8% | 33,661 | -2.3% | 0.03% | -6.1% |
| Q4 2015 | $3,513,000 | +10.0% | 34,455 | +4.1% | 0.03% | -2.9% |
| Q3 2015 | $3,194,000 | -9.9% | 33,105 | -2.6% | 0.03% | -2.9% |
| Q2 2015 | $3,544,000 | -10.1% | 33,999 | -9.5% | 0.04% | -14.6% |
| Q1 2015 | $3,941,000 | +12.1% | 37,584 | +10.7% | 0.04% | +5.1% |
| Q4 2014 | $3,516,000 | +17.9% | 33,954 | +12.8% | 0.04% | +8.3% |
| Q3 2014 | $2,983,000 | -7.5% | 30,091 | -7.5% | 0.04% | -7.7% |
| Q2 2014 | $3,224,000 | +4.7% | 32,523 | +0.1% | 0.04% | -9.3% |
| Q1 2014 | $3,080,000 | +7.8% | 32,484 | +6.1% | 0.04% | +4.9% |
| Q4 2013 | $2,857,000 | +9.8% | 30,605 | +0.3% | 0.04% | -2.4% |
| Q3 2013 | $2,601,000 | +12.1% | 30,519 | +6.1% | 0.04% | +2.4% |
| Q2 2013 | $2,320,000 | – | 28,756 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,120 | $3,878,298 | 2.06% |
| Sage Investment Advisers LLC | 11,969 | $1,250,507 | 1.72% |
| Vahanian & Associates Financial Planning Inc. | 3,645 | $380,830 | 1.22% |
| SEVEN MILE ADVISORY | 9,306 | $972,291 | 1.02% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,178 | $1,167,839 | 0.71% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 6,095 | $636,806 | 0.54% |
| Ballew Advisors, Inc | 6,208 | $643,583 | 0.53% |
| TrinityPoint Wealth, LLC | 21,365 | $2,232,181 | 0.44% |
| Mathes Company, Inc. | 9,000 | $940 | 0.44% |
| Kaydan Wealth Management, Inc. | 9,292 | $970,828 | 0.39% |