ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 105 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,099,000 | -36.0% | 8,195 | -32.1% | 1.15% | -38.4% |
| Q1 2016 | $1,718,000 | -1.8% | 12,067 | -7.1% | 1.87% | +0.7% |
| Q4 2015 | $1,750,000 | -5.9% | 12,992 | -2.2% | 1.85% | -8.4% |
| Q3 2015 | $1,859,000 | -3.9% | 13,287 | -0.4% | 2.02% | +9.5% |
| Q2 2015 | $1,934,000 | -15.5% | 13,337 | -8.8% | 1.85% | -9.9% |
| Q1 2015 | $2,289,000 | -6.2% | 14,618 | -1.6% | 2.05% | -5.5% |
| Q4 2014 | $2,439,000 | +4.7% | 14,863 | -3.7% | 2.17% | +0.9% |
| Q3 2014 | $2,330,000 | +2.6% | 15,440 | 0.0% | 2.15% | +4.2% |
| Q2 2014 | $2,270,000 | +8.5% | 15,440 | -0.1% | 2.06% | +3.2% |
| Q1 2014 | $2,093,000 | +199.0% | 15,453 | +191.1% | 2.00% | +264.6% |
| Q4 2013 | $700,000 | +21.7% | 5,308 | +8.5% | 0.55% | +28.9% |
| Q3 2013 | $575,000 | – | 4,891 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,662 | $6,613,000 | 3.88% |
| McGuire Investment Group, LLC | 21,821 | $3,549,000 | 1.23% |
| Richard Bernstein Advisors LLC | 190,850 | $31,039,000 | 0.97% |
| Clarus Wealth Advisors | 5,007 | $824,000 | 0.69% |
| Zimmer Partners, LP | 200,000 | $32,528,000 | 0.44% |
| Capital Advisors, Ltd. LLC | 10,124 | $1,647,000 | 0.44% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10,543 | $1,715,000 | 0.39% |
| Sage Capital Advisors,llc | 3,531 | $574,000 | 0.37% |
| GARRISON POINT ADVISORS, LLC | 2,237 | $364,000 | 0.36% |
| FIRST UNITED BANK & TRUST | 3,085 | $502,000 | 0.30% |