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 | $355,000 | +5.7% | 3,000 | 0.0% | 0.03% | -6.1% |
| Q4 2016 | $336,000 | +3.1% | 3,000 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $326,000 | +3.5% | 3,000 | 0.0% | 0.03% | -5.6% |
| Q2 2016 | $315,000 | +1.9% | 3,000 | 0.0% | 0.04% | -7.7% |
| Q1 2016 | $309,000 | +1.0% | 3,000 | 0.0% | 0.04% | -4.9% |
| Q4 2015 | $306,000 | +4.8% | 3,000 | 0.0% | 0.04% | -8.9% |
| Q3 2015 | $292,000 | -8.2% | 3,000 | 0.0% | 0.04% | -2.2% |
| Q2 2015 | $318,000 | +1.6% | 3,000 | 0.0% | 0.05% | -4.2% |
| Q1 2015 | $313,000 | -0.6% | 3,000 | 0.0% | 0.05% | -7.7% |
| Q4 2014 | $315,000 | +6.1% | 3,000 | 0.0% | 0.05% | -3.7% |
| Q3 2014 | $297,000 | 0.0% | 3,000 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $297,000 | +5.7% | 3,000 | 0.0% | 0.05% | -6.9% |
| Q1 2014 | $281,000 | +0.7% | 3,000 | 0.0% | 0.06% | -1.7% |
| Q4 2013 | $279,000 | +8.6% | 3,000 | 0.0% | 0.06% | +5.4% |
| Q3 2013 | $257,000 | +6.2% | 3,000 | 0.0% | 0.06% | -3.4% |
| Q2 2013 | $242,000 | – | 3,000 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |