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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $221,000 | -3.5% | 1,580 | 0.0% | 0.13% | -16.0% |
| Q2 2015 | $229,000 | -8.8% | 1,580 | -1.6% | 0.16% | -9.8% |
| Q1 2015 | $251,000 | -7.7% | 1,605 | -3.0% | 0.17% | -11.7% |
| Q4 2014 | $272,000 | +8.8% | 1,655 | 0.0% | 0.20% | +6.5% |
| Q3 2014 | $250,000 | +2.9% | 1,655 | 0.0% | 0.18% | +4.5% |
| Q2 2014 | $243,000 | +3.8% | 1,655 | -4.1% | 0.18% | -2.8% |
| Q1 2014 | $234,000 | 0.0% | 1,725 | -2.8% | 0.18% | -3.7% |
| Q4 2013 | $234,000 | +12.0% | 1,775 | 0.0% | 0.19% | +3.3% |
| Q3 2013 | $209,000 | +3.0% | 1,775 | -4.1% | 0.18% | -5.2% |
| Q2 2013 | $203,000 | – | 1,850 | – | 0.19% | – |
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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% |