ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 98 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.10 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 ↓ |
|---|---|---|---|
| United Asset Strategies, Inc. | 95,185 | $2,830,000 | 1.94% |
| TOTH FINANCIAL ADVISORY CORP | 97,586 | $2,901,000 | 1.23% |
| OLD SECOND NATIONAL BANK OF AURORA | 93,433 | $2,778,000 | 1.14% |
| CINQUE PARTNERS LLC | 63,058 | $1,875,000 | 0.96% |
| CHEMUNG CANAL TRUST CO | 88,487 | $2,631,000 | 0.54% |
| MONROE BANK & TRUST/MI | 45,971 | $1,367,000 | 0.53% |
| Patriot Wealth Management, Inc. | 61,381 | $1,825,000 | 0.50% |
| Advisors Preferred, LLC | 29,840 | $887,000 | 0.49% |
| MASSMUTUAL TRUST CO FSB/ADV | 14,190 | $421,869,000 | 0.39% |
| WASHINGTON TRUST BANK | 0 | $201,000 | 0.36% |