ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 106 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,000 | -85.7% | 45 | -81.6% | 0.00% | -100.0% |
| Q4 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | -90.3% | 245 | -90.0% | 0.00% | -86.7% |
| Q4 2014 | $72,000 | -40.0% | 2,446 | -38.9% | 0.02% | -34.8% |
| Q3 2014 | $120,000 | -10.4% | 4,002 | -9.6% | 0.02% | -8.0% |
| Q2 2014 | $134,000 | +28.8% | 4,428 | +27.1% | 0.02% | +19.0% |
| Q1 2014 | $104,000 | +550.0% | 3,484 | +564.9% | 0.02% | +950.0% |
| Q4 2013 | $16,000 | +14.3% | 524 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $14,000 | 0.0% | 524 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $14,000 | – | 524 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |