ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $756,000 | -42.7% | 23,442 | -42.5% | 0.02% | -43.2% |
| Q1 2017 | $1,319,000 | +75.6% | 40,799 | +75.1% | 0.04% | +105.6% |
| Q3 2016 | $751,000 | -3.6% | 23,297 | -13.9% | 0.02% | +38.5% |
| Q4 2015 | $779,000 | +83.7% | 27,060 | +72.2% | 0.01% | +85.7% |
| Q3 2015 | $424,000 | +50.4% | 15,714 | +63.4% | 0.01% | +40.0% |
| Q4 2014 | $282,000 | -61.3% | 9,617 | -60.5% | 0.01% | -64.3% |
| Q3 2014 | $729,000 | +94.4% | 24,328 | +96.8% | 0.01% | +133.3% |
| Q2 2014 | $375,000 | +72.0% | 12,364 | +68.4% | 0.01% | +200.0% |
| Q4 2013 | $218,000 | -60.9% | 7,344 | -63.7% | 0.00% | -71.4% |
| Q3 2013 | $558,000 | – | 20,248 | – | 0.01% | – |
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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% |