ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 158 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,795,000 | -25.9% | 10,944 | -26.4% | 0.05% | -16.7% |
| Q4 2016 | $2,423,000 | +511.9% | 14,879 | +445.2% | 0.06% | +566.7% |
| Q3 2016 | $396,000 | -47.1% | 2,729 | -51.0% | 0.01% | -43.8% |
| Q2 2016 | $748,000 | +231.0% | 5,573 | +251.4% | 0.02% | +166.7% |
| Q1 2016 | $226,000 | -72.0% | 1,586 | -73.5% | 0.01% | -57.1% |
| Q4 2015 | $807,000 | -45.4% | 5,991 | -41.2% | 0.01% | -46.2% |
| Q2 2015 | $1,478,000 | -50.8% | 10,197 | -46.8% | 0.03% | -57.4% |
| Q1 2015 | $3,003,000 | +1130.7% | 19,176 | +1189.6% | 0.06% | +1425.0% |
| Q4 2014 | $244,000 | -89.4% | 1,487 | -90.2% | 0.00% | -90.9% |
| Q3 2014 | $2,294,000 | +186.0% | 15,201 | +178.6% | 0.04% | +266.7% |
| Q2 2014 | $802,000 | +150.6% | 5,456 | +100.5% | 0.01% | +200.0% |
| Q3 2013 | $320,000 | – | 2,721 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 40,982 | $8,153,000 | 4.47% |
| Paragon Wealth Strategies, LLC | 49,063 | $9,760,000 | 4.34% |
| Q3 Asset Management | 24,127 | $4,799,000 | 3.90% |
| MinichMacGregor Wealth Management, LLC | 37,171 | $7,394,000 | 3.49% |
| AFFINITY WEALTH MANAGEMENT LLC | 48,704 | $10,063,000 | 2.71% |
| Migdal Insurance & Financial Holdings Ltd. | 471,000 | $93,696,000 | 1.30% |
| McGuire Investment Group, LLC | 21,949 | $4,366,000 | 1.30% |
| Richard Bernstein Advisors LLC | 206,310 | $41,042,000 | 1.15% |
| Dynamic Advisor Solutions LLC | 39,473 | $7,852,000 | 0.89% |
| Clarus Wealth Advisors | 4,309 | $869,000 | 0.67% |