ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.57 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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 54,808 | $14,120,000 | 4.64% |
| TOBIAS FINANCIAL ADVISORS, INC. | 41,712 | $10,746,000 | 4.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 82,094 | $21,230,000 | 4.34% |
| Paragon Wealth Strategies, LLC | 54,322 | $13,995,000 | 4.26% |
| Cadent Capital Advisors, LLC | 36,411 | $9,381,000 | 4.16% |
| WASHBURN CAPITAL MANAGEMENT, INC. | 21,687 | $5,587,000 | 3.79% |
| MinichMacGregor Wealth Management, LLC | 38,945 | $10,033,000 | 3.75% |
| Kesler, Norman & Wride, LLC | 30,063 | $7,745,000 | 1.92% |
| Migdal Insurance & Financial Holdings Ltd. | 728,000 | $187,555,000 | 1.89% |
| Richard Bernstein Advisors LLC | 234,500 | $60,414,000 | 1.38% |