ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 136 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $7,686,000 | -5.2% | 284,452 | +3.2% | 1.09% | -4.8% |
| Q4 2017 | $8,109,000 | +12.0% | 275,714 | +23.1% | 1.15% | -0.8% |
| Q1 2017 | $7,242,000 | -3.7% | 223,922 | +2.7% | 1.16% | -18.6% |
| Q4 2016 | $7,522,000 | +6.9% | 218,038 | -0.1% | 1.42% | +4.6% |
| Q3 2016 | $7,034,000 | -6.2% | 218,299 | -3.0% | 1.36% | -8.2% |
| Q2 2016 | $7,497,000 | +10.9% | 225,149 | +2.3% | 1.48% | +8.4% |
| Q1 2016 | $6,763,000 | +8.3% | 220,087 | +1.5% | 1.37% | +5.6% |
| Q4 2015 | $6,246,000 | +7.0% | 216,936 | +0.3% | 1.29% | -4.1% |
| Q3 2015 | $5,840,000 | -4.7% | 216,304 | +3.3% | 1.35% | -1.2% |
| Q2 2015 | $6,129,000 | -1.6% | 209,319 | +1.5% | 1.37% | -1.4% |
| Q1 2015 | $6,231,000 | +40.5% | 206,203 | +36.1% | 1.39% | +33.7% |
| Q4 2014 | $4,435,000 | -0.4% | 151,484 | +1.8% | 1.04% | -5.7% |
| Q3 2014 | $4,455,000 | +1.4% | 148,734 | +2.7% | 1.10% | -1.1% |
| Q2 2014 | $4,394,000 | +134.3% | 144,876 | +131.7% | 1.11% | +122.4% |
| Q1 2014 | $1,875,000 | +2.7% | 62,527 | +1.9% | 0.50% | -0.6% |
| Q4 2013 | $1,825,000 | -62.0% | 61,381 | -64.8% | 0.50% | -64.7% |
| Q3 2013 | $4,807,000 | +3.1% | 174,278 | – | 1.42% | -3.4% |
| Q2 2013 | $4,663,000 | – | 0 | – | 1.47% | – |
Download | ||||||
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% |