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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $91,000 | +19.7% | 2,639 | +12.5% | 0.00% | 0.0% |
| Q3 2016 | $76,000 | +10.1% | 2,346 | +13.9% | 0.00% | +50.0% |
| Q2 2016 | $69,000 | -2.8% | 2,059 | -10.7% | 0.00% | -33.3% |
| Q1 2016 | $71,000 | +10.9% | 2,305 | +4.4% | 0.00% | 0.0% |
| Q4 2015 | $64,000 | +190.9% | 2,208 | +176.3% | 0.00% | +50.0% |
| Q3 2015 | $22,000 | 0.0% | 799 | +8.1% | 0.00% | 0.0% |
| Q2 2015 | $22,000 | -18.5% | 739 | -16.0% | 0.00% | 0.0% |
| Q1 2015 | $27,000 | +3.8% | 880 | -1.9% | 0.00% | -33.3% |
| Q4 2014 | $26,000 | -67.9% | 897 | -66.8% | 0.00% | -70.0% |
| Q3 2014 | $81,000 | -10.0% | 2,702 | -8.7% | 0.01% | -16.7% |
| Q2 2014 | $90,000 | -61.5% | 2,959 | -62.2% | 0.01% | -29.4% |
| Q1 2014 | $234,000 | +72.1% | 7,824 | +70.9% | 0.02% | -19.0% |
| Q4 2013 | $136,000 | -2.9% | 4,578 | -9.8% | 0.02% | -12.5% |
| Q3 2013 | $140,000 | +2.9% | 5,073 | -3.6% | 0.02% | -11.1% |
| Q2 2013 | $136,000 | – | 5,262 | – | 0.03% | – |
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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% |