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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $28,000 | +75.0% | 874 | +74.8% | 0.00% | – |
| Q1 2017 | $16,000 | -48.4% | 500 | -44.1% | 0.00% | – |
| Q4 2016 | $31,000 | +93.8% | 895 | +79.0% | 0.00% | – |
| Q3 2016 | $16,000 | -5.9% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $17,000 | +13.3% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $15,000 | +7.1% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $14,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $14,000 | -72.5% | 500 | -70.1% | 0.00% | – |
| Q1 2015 | $51,000 | +41.7% | 1,672 | +36.6% | 0.00% | – |
| Q4 2014 | $36,000 | +2.9% | 1,224 | +3.5% | 0.00% | – |
| Q3 2014 | $35,000 | -20.5% | 1,183 | -19.0% | 0.00% | -100.0% |
| Q2 2014 | $44,000 | +18.9% | 1,461 | +18.8% | 0.00% | 0.0% |
| Q1 2014 | $37,000 | +5.7% | 1,230 | +4.0% | 0.00% | 0.0% |
| Q4 2013 | $35,000 | -12.5% | 1,183 | -17.4% | 0.00% | 0.0% |
| Q3 2013 | $40,000 | +81.8% | 1,433 | +72.0% | 0.00% | 0.0% |
| Q2 2013 | $22,000 | – | 833 | – | 0.00% | – |
Download | ||||||
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% |