ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 138 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $545,000 | +19.3% | 3,727 | +11.6% | 0.13% | -2.2% |
| Q2 2018 | $457,000 | +9.1% | 3,341 | +5.4% | 0.14% | -11.0% |
| Q1 2018 | $419,000 | +2.2% | 3,169 | +3.3% | 0.15% | +0.7% |
| Q4 2017 | $410,000 | +0.5% | 3,069 | -5.2% | 0.15% | +15.9% |
| Q3 2017 | $408,000 | +9.4% | 3,239 | +5.3% | 0.13% | +63.0% |
| Q2 2017 | $373,000 | -1.1% | 3,077 | -3.5% | 0.08% | +1.2% |
| Q1 2017 | $377,000 | -4.1% | 3,187 | -3.0% | 0.08% | -7.0% |
| Q4 2016 | $393,000 | – | 3,284 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 37,809 | $6,036,000 | 3.35% |
| Savant Capital, LLC | 112,248 | $17,919,000 | 2.20% |
| TrinityPoint Wealth, LLC | 16,006 | $2,555,000 | 0.86% |
| TimeScale Financial, Inc. | 16,429 | $2,622,000 | 0.78% |
| Mine & Arao Wealth Creation & Management, LLC. | 5,200 | $830,000 | 0.78% |
| Mathes Company, Inc. | 9,975 | $1,592,000 | 0.74% |
| First Heartland Consultants, Inc. | 21,220 | $3,388,000 | 0.67% |
| IBEX WEALTH ADVISORS | 12,888 | $2,057,000 | 0.63% |
| Ballew Advisors, Inc | 4,540 | $735,000 | 0.63% |
| GenWealth Group, Inc. | 9,736 | $1,554,000 | 0.60% |