ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 94 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $348,000 | -2.5% | 1,862 | 0.0% | 0.10% | -4.8% |
| Q4 2017 | $357,000 | +5.6% | 1,862 | -1.8% | 0.10% | -7.9% |
| Q3 2017 | $338,000 | +2.1% | 1,897 | -1.3% | 0.11% | -3.4% |
| Q2 2017 | $331,000 | +59.1% | 1,922 | +51.3% | 0.12% | +3.5% |
| Q1 2017 | $208,000 | -1.9% | 1,270 | -2.3% | 0.11% | -7.3% |
| Q4 2016 | $212,000 | +1.4% | 1,300 | -16.4% | 0.12% | -4.7% |
| Q2 2016 | $209,000 | -5.4% | 1,555 | 0.0% | 0.13% | -3.0% |
| Q1 2016 | $221,000 | -25.1% | 1,555 | -29.0% | 0.13% | -28.1% |
| Q4 2015 | $295,000 | +87.9% | 2,190 | +110.6% | 0.18% | +134.2% |
| Q3 2014 | $157,000 | +2.6% | 1,040 | 0.0% | 0.08% | +8.2% |
| Q2 2014 | $153,000 | +8.5% | 1,040 | 0.0% | 0.07% | +62.2% |
| Q1 2014 | $141,000 | +2.9% | 1,040 | 0.0% | 0.04% | -4.3% |
| Q4 2013 | $137,000 | – | 1,040 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 30,105 | $5,637,000 | 3.45% |
| STRATEGIC WEALTH MANAGEMENT INC | 18,277 | $3,418,000 | 2.89% |
| TOTH FINANCIAL ADVISORY CORP | 44,238 | $8,274,000 | 2.01% |
| Clarus Wealth Advisors | 6,888 | $1,288,000 | 1.19% |
| Sage Capital Advisors,llc | 6,009 | $1,124,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 4,419 | $826,000 | 0.54% |
| NVWM, LLC | 3,935 | $721,000 | 0.52% |
| BAROMETER CAPITAL MANAGEMENT INC. | 32,700 | $6,116,000 | 0.52% |
| CHARTIST INC /CA/ | 5,553 | $1,038,627,000 | 0.49% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 340,064 | $63,602,000 | 0.48% |