ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 107 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $5,628,000 | -80.5% | 195,500 | -81.7% | 2.79% | -78.8% |
| Q3 2015 | $28,801,000 | +400.7% | 1,066,700 | +443.0% | 13.18% | +495.2% |
| Q2 2015 | $5,752,000 | -3.0% | 196,440 | +0.1% | 2.21% | -4.2% |
| Q1 2015 | $5,931,000 | -12.0% | 196,277 | -14.7% | 2.31% | -7.3% |
| Q4 2014 | $6,737,000 | -1.3% | 230,100 | +0.9% | 2.49% | -0.4% |
| Q3 2014 | $6,829,000 | +19.1% | 228,000 | +20.6% | 2.50% | +12.5% |
| Q2 2014 | $5,732,000 | -10.2% | 189,000 | -11.3% | 2.22% | -10.8% |
| Q1 2014 | $6,386,000 | -45.7% | 213,000 | -50.1% | 2.49% | -55.2% |
| Q3 2013 | $11,766,000 | – | 426,600 | – | 5.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 33,326 | $3,826,000 | 1.66% |
| Karp Capital Management Corp | 390,244 | $12,843,000 | 1.61% |
| HERBST GROUP, LLC | 58,897 | $1,938,000 | 1.19% |
| Richard C. Young & CO., LTD. | 211,817 | $6,971,000 | 0.88% |
| First Citizens Financial Corp | 32,495 | $1,069,000 | 0.78% |
| Planned Solutions, Inc. | 26,471 | $871,000 | 0.58% |
| Antonetti Capital Management LLC | 21,128 | $695,000 | 0.54% |
| Orion Portfolio Solutions, LLC | 400,861 | $13,192,000 | 0.44% |
| Sierra Capital LLC | 83,791 | $2,758,000 | 0.41% |
| All Season Financial Advisors, Inc. | 16,918 | $557,000 | 0.39% |