ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $81,000 | -70.4% | 2,525 | -72.1% | 0.00% | -82.6% |
| Q1 2015 | $274,000 | -30.6% | 9,055 | -32.9% | 0.02% | -36.1% |
| Q4 2014 | $395,000 | -15.4% | 13,490 | -13.6% | 0.04% | -32.1% |
| Q3 2014 | $467,000 | -0.2% | 15,605 | +1.2% | 0.05% | +1.9% |
| Q2 2014 | $468,000 | -24.6% | 15,425 | -26.1% | 0.05% | -33.3% |
| Q4 2013 | $621,000 | – | 20,880 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |