ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 95 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $599,000 | +8.3% | 5,068 | +2.6% | 0.17% | -1.2% |
| Q4 2016 | $553,000 | +12.6% | 4,938 | +9.2% | 0.17% | +7.0% |
| Q3 2016 | $491,000 | -0.2% | 4,520 | -3.9% | 0.16% | -11.2% |
| Q2 2016 | $492,000 | +1.0% | 4,705 | -1.1% | 0.18% | -3.8% |
| Q1 2016 | $487,000 | -2.0% | 4,755 | -2.4% | 0.18% | -5.6% |
| Q4 2015 | $497,000 | +1.2% | 4,870 | -4.2% | 0.20% | -7.1% |
| Q3 2015 | $491,000 | -8.1% | 5,085 | -0.8% | 0.21% | +40.7% |
| Q2 2015 | $534,000 | -0.4% | 5,125 | +0.2% | 0.15% | +2.0% |
| Q1 2015 | $536,000 | +3.9% | 5,115 | +2.7% | 0.15% | -2.0% |
| Q4 2014 | $516,000 | +8.6% | 4,980 | +4.0% | 0.15% | +8.7% |
| Q3 2014 | $475,000 | -1.2% | 4,790 | -1.2% | 0.14% | +2.2% |
| Q2 2014 | $481,000 | +5.0% | 4,850 | +0.5% | 0.14% | -2.9% |
| Q1 2014 | $458,000 | +44.5% | 4,825 | +41.9% | 0.14% | +40.4% |
| Q4 2013 | $317,000 | +16.1% | 3,400 | +6.2% | 0.10% | +2.1% |
| Q3 2013 | $273,000 | +3.8% | 3,200 | -2.0% | 0.10% | -4.9% |
| Q2 2013 | $263,000 | – | 3,265 | – | 0.10% | – |
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% |