ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 102 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $419,000 | -29.0% | 3,139 | -33.1% | 0.04% | +26.5% |
| Q3 2017 | $590,000 | +3.7% | 4,691 | -0.6% | 0.03% | -2.9% |
| Q2 2017 | $569,000 | -3.7% | 4,721 | -4.6% | 0.04% | -14.6% |
| Q1 2017 | $591,000 | -20.2% | 4,947 | -26.0% | 0.04% | -25.5% |
| Q4 2016 | $741,000 | -8.7% | 6,682 | -9.9% | 0.06% | -11.3% |
| Q3 2016 | $812,000 | -13.6% | 7,418 | -18.4% | 0.06% | -19.5% |
| Q2 2016 | $940,000 | -11.5% | 9,092 | -11.9% | 0.08% | -23.0% |
| Q1 2016 | $1,062,000 | +3.8% | 10,318 | +1.1% | 0.10% | -22.5% |
| Q4 2015 | $1,023,000 | -6.2% | 10,202 | -9.4% | 0.13% | +2.4% |
| Q3 2015 | $1,091,000 | +55.9% | 11,256 | +68.9% | 0.13% | +53.7% |
| Q2 2015 | $700,000 | +12.5% | 6,666 | +12.7% | 0.08% | +9.3% |
| Q1 2015 | $622,000 | +123.7% | 5,913 | +120.4% | 0.08% | +102.7% |
| Q4 2014 | $278,000 | -53.5% | 2,683 | -55.3% | 0.04% | -53.8% |
| Q3 2014 | $598,000 | +1.7% | 5,997 | +1.7% | 0.08% | -4.8% |
| Q2 2014 | $588,000 | +130.6% | 5,894 | +111.2% | 0.08% | +78.7% |
| Q1 2014 | $255,000 | +1.2% | 2,791 | +3.7% | 0.05% | +4.4% |
| Q4 2013 | $252,000 | +10.0% | 2,691 | +0.3% | 0.04% | -16.7% |
| Q3 2013 | $229,000 | +6.0% | 2,684 | +0.1% | 0.05% | +14.9% |
| Q2 2013 | $216,000 | – | 2,681 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |