ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 107 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $28,000 | 0.0% | 255 | +51.8% | 0.00% | -90.9% |
| Q3 2020 | $28,000 | -97.7% | 168 | -98.4% | 0.01% | -95.4% |
| Q4 2016 | $1,219,000 | +4.6% | 10,727 | -0.1% | 0.24% | +2.1% |
| Q3 2016 | $1,165,000 | +4.5% | 10,738 | +0.7% | 0.23% | +1.3% |
| Q2 2016 | $1,115,000 | -7.9% | 10,660 | -9.8% | 0.23% | -14.4% |
| Q1 2016 | $1,211,000 | +9.8% | 11,814 | +9.2% | 0.27% | +11.6% |
| Q4 2015 | $1,103,000 | +17.1% | 10,820 | +10.8% | 0.24% | +1.7% |
| Q3 2015 | $942,000 | -14.1% | 9,764 | -7.1% | 0.24% | -8.8% |
| Q2 2015 | $1,096,000 | +84.8% | 10,512 | +85.8% | 0.26% | +97.7% |
| Q1 2015 | $593,000 | +29.5% | 5,659 | +27.9% | 0.13% | +15.8% |
| Q4 2014 | $458,000 | +13.1% | 4,423 | +8.3% | 0.11% | +4.6% |
| Q3 2014 | $405,000 | +14.7% | 4,084 | +14.7% | 0.11% | +14.7% |
| Q2 2014 | $353,000 | +18.1% | 3,561 | +12.8% | 0.10% | +1.1% |
| Q1 2014 | $299,000 | +25.1% | 3,156 | +23.0% | 0.09% | +17.5% |
| Q4 2013 | $239,000 | – | 2,565 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |