ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 98 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $224,000 | +2.3% | 7,544 | -0.3% | 0.01% | 0.0% |
| Q3 2019 | $219,000 | -7.2% | 7,570 | -5.5% | 0.01% | 0.0% |
| Q2 2019 | $236,000 | -2.5% | 8,010 | -1.9% | 0.01% | 0.0% |
| Q1 2019 | $242,000 | +12.0% | 8,169 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $216,000 | -56.4% | 8,169 | -51.1% | 0.01% | -47.1% |
| Q3 2018 | $495,000 | +2.7% | 16,719 | -3.5% | 0.02% | -5.6% |
| Q2 2018 | $482,000 | +32.1% | 17,334 | +28.8% | 0.02% | +28.6% |
| Q1 2018 | $365,000 | -4.2% | 13,459 | +3.5% | 0.01% | -6.7% |
| Q4 2017 | $381,000 | -1.6% | 13,006 | +1.4% | 0.02% | -11.8% |
| Q3 2017 | $387,000 | +2.7% | 12,823 | +8.6% | 0.02% | 0.0% |
| Q2 2017 | $377,000 | +140.1% | 11,808 | -45.2% | 0.02% | +112.5% |
| Q1 2017 | $157,000 | -80.8% | 21,541 | -9.2% | 0.01% | -80.5% |
| Q4 2016 | $819,000 | +301.5% | 23,732 | +274.3% | 0.04% | +272.7% |
| Q3 2016 | $204,000 | -77.9% | 6,341 | -77.3% | 0.01% | -78.4% |
| Q2 2016 | $925,000 | +115.6% | 27,886 | +88.3% | 0.05% | +168.4% |
| Q2 2015 | $429,000 | +23.3% | 14,809 | +28.4% | 0.02% | -17.4% |
| Q1 2015 | $348,000 | +10.1% | 11,533 | +5.8% | 0.02% | 0.0% |
| Q4 2014 | $316,000 | +55.7% | 10,898 | +63.4% | 0.02% | +53.3% |
| Q2 2014 | $203,000 | +1.5% | 6,671 | -0.6% | 0.02% | 0.0% |
| Q1 2014 | $200,000 | 0.0% | 6,714 | 0.0% | 0.02% | -6.2% |
| Q4 2013 | $200,000 | – | 6,714 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rothschild Capital Partners, LLC | 138,446 | $3,741,000 | 1.47% |
| Patriot Wealth Management, Inc. | 284,452 | $7,686,000 | 1.09% |
| Arcus Capital Partners, LLC | 43,084 | $1,164,000 | 0.66% |
| SUN LIFE FINANCIAL INC | 1,458 | $53,947,000 | 0.48% |
| TOTH FINANCIAL ADVISORY CORP | 70,247 | $1,898,000 | 0.46% |
| Leisure Capital Management | 17,572 | $475,000 | 0.42% |
| Timber Hill LLC | 79,688 | $2,153,000 | 0.33% |
| ASHFORD CAPITAL MANAGEMENT INC | 73,290 | $1,980,000 | 0.30% |
| Capital Advisory Group Advisory Services, LLC | 13,343 | $362,000 | 0.26% |
| MONROE BANK & TRUST/MI | 30,283 | $818,000 | 0.26% |