ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 93 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $149,000 | -5.7% | 1,250 | 0.0% | 0.04% | -6.5% |
| Q4 2017 | $158,000 | -10.2% | 1,250 | -14.1% | 0.05% | -22.0% |
| Q3 2017 | $176,000 | -0.6% | 1,455 | 0.0% | 0.06% | -6.3% |
| Q2 2017 | $177,000 | +78.8% | 1,455 | +44.8% | 0.06% | +26.0% |
| Q3 2014 | $99,000 | -1.0% | 1,005 | 0.0% | 0.05% | +4.2% |
| Q2 2014 | $100,000 | +4.2% | 1,005 | 0.0% | 0.05% | +54.8% |
| Q1 2014 | $96,000 | +54.8% | 1,005 | +54.6% | 0.03% | +47.6% |
| Q4 2013 | $62,000 | – | 650 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |