ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 158 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $81,000 | -25.0% | 500 | -24.2% | 0.02% | -9.1% |
| Q4 2014 | $108,000 | +13.7% | 660 | +4.8% | 0.02% | +22.2% |
| Q3 2014 | $95,000 | +2.2% | 630 | 0.0% | 0.02% | +5.9% |
| Q2 2014 | $93,000 | +36.8% | 630 | +25.0% | 0.02% | +21.4% |
| Q1 2014 | $68,000 | +183.3% | 504 | +176.9% | 0.01% | +366.7% |
| Q4 2013 | $24,000 | +100.0% | 182 | +82.0% | 0.00% | +50.0% |
| Q3 2013 | $12,000 | -47.8% | 100 | -52.2% | 0.00% | -50.0% |
| Q2 2013 | $23,000 | – | 209 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |