ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 107 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,980,000 | +5.3% | 23,645 | +1.4% | 0.82% | +0.1% |
| Q2 2017 | $2,831,000 | +15.8% | 23,330 | -0.1% | 0.82% | -6.2% |
| Q1 2017 | $2,444,000 | -6.2% | 23,363 | +0.5% | 0.87% | +1.3% |
| Q4 2016 | $2,606,000 | +2.5% | 23,255 | -0.7% | 0.86% | +0.2% |
| Q3 2016 | $2,542,000 | +4.0% | 23,420 | +0.2% | 0.86% | -1.4% |
| Q2 2016 | $2,444,000 | +4.0% | 23,363 | +2.0% | 0.87% | -2.0% |
| Q1 2016 | $2,349,000 | +1.3% | 22,913 | +0.8% | 0.89% | +15.7% |
| Q4 2015 | $2,318,000 | +5.3% | 22,733 | -0.3% | 0.77% | +5.1% |
| Q3 2015 | $2,201,000 | -8.5% | 22,808 | -1.2% | 0.73% | +1.4% |
| Q2 2015 | $2,406,000 | +3.5% | 23,075 | +4.1% | 0.72% | +4.8% |
| Q1 2015 | $2,325,000 | +9.8% | 22,175 | +8.4% | 0.69% | +8.2% |
| Q4 2014 | $2,118,000 | +14.9% | 20,450 | +10.0% | 0.64% | +12.3% |
| Q3 2014 | $1,844,000 | +6.5% | 18,595 | +6.5% | 0.57% | +3.8% |
| Q2 2014 | $1,731,000 | +11.2% | 17,465 | +6.4% | 0.55% | +5.8% |
| Q1 2014 | $1,557,000 | +27.1% | 16,420 | +25.1% | 0.52% | +23.4% |
| Q4 2013 | $1,225,000 | +19.2% | 13,125 | +8.7% | 0.42% | +7.2% |
| Q3 2013 | $1,028,000 | +45.4% | 12,070 | +37.8% | 0.39% | +27.0% |
| Q2 2013 | $707,000 | – | 8,760 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 38,992 | $3,420,000 | 2.01% |
| Sage Investment Advisers LLC | 12,009 | $1,053,000 | 1.66% |
| Kalos Management, Inc. | 5,833 | $539,000 | 1.33% |
| Vahanian & Associates Financial Planning Inc. | 4,195 | $368,000 | 1.27% |
| Townsend & Associates, Inc | 29,179 | $2,728,000 | 1.26% |
| Mathes Company, Inc. | 17,000 | $1,491,000 | 0.83% |
| Mine & Arao Wealth Creation & Management, LLC. | 11,273 | $989,000 | 0.73% |
| Ballew Advisors, Inc | 9,085 | $803,000 | 0.72% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 8,121 | $712,000 | 0.68% |
| Savant Capital, LLC | 173,989 | $15,259,000 | 0.48% |