ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 108 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $143,000 | +3.6% | 1,275 | 0.0% | 0.01% | -26.7% |
| Q3 2016 | $138,000 | +3.8% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $133,000 | +1.5% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $131,000 | +0.8% | 1,275 | 0.0% | 0.02% | -6.2% |
| Q4 2015 | $130,000 | +5.7% | 1,275 | 0.0% | 0.02% | -5.9% |
| Q3 2015 | $123,000 | – | 1,275 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 45,202 | $4,514,000 | 2.27% |
| Sterling Investment Advisors, Ltd. | 47,076 | $5,371,000 | 1.73% |
| Townsend & Associates, Inc | 20,468 | $2,044,000 | 1.33% |
| Savant Capital, LLC | 186,776 | $18,651,000 | 1.00% |
| IBEX WEALTH ADVISORS | 31,473 | $3,143,000 | 0.78% |
| Ballew Advisors, Inc | 19,522 | $1,972,000 | 0.73% |
| Mine & Arao Wealth Creation & Management, LLC. | 10,727 | $1,071,000 | 0.71% |
| Mathes Company, Inc. | 17,260 | $1,724,000 | 0.67% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 9,395 | $938,000 | 0.64% |
| TrinityPoint Wealth, LLC | 24,662 | $2,463,000 | 0.57% |