ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $210,000 | +2.4% | 1,440 | -4.0% | 0.16% | +1.9% |
| Q2 2018 | $205,000 | +2.5% | 1,500 | 0.0% | 0.16% | -0.6% |
| Q4 2017 | $200,000 | -4.3% | 1,500 | -31.8% | 0.16% | +7.6% |
| Q1 2014 | $209,000 | +2.0% | 2,200 | 0.0% | 0.14% | +2.1% |
| Q4 2013 | $205,000 | -55.4% | 2,200 | -61.4% | 0.14% | -60.0% |
| Q2 2013 | $460,000 | – | 5,700 | – | 0.36% | – |
Download | ||||||
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% |