ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 100 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $416,000 | -19.2% | 3,451 | -18.4% | 0.36% | -19.0% |
| Q2 2017 | $515,000 | -6.9% | 4,231 | -9.1% | 0.44% | -13.0% |
| Q1 2017 | $553,000 | -3.5% | 4,656 | -10.0% | 0.51% | -9.8% |
| Q4 2016 | $573,000 | -3.5% | 5,171 | -0.9% | 0.56% | -3.6% |
| Q3 2016 | $594,000 | -0.5% | 5,216 | +0.8% | 0.58% | -4.0% |
| Q2 2016 | $597,000 | +8.9% | 5,176 | +6.3% | 0.61% | +10.4% |
| Q1 2016 | $548,000 | +27.1% | 4,871 | +22.6% | 0.55% | +22.0% |
| Q4 2015 | $431,000 | +8.3% | 3,973 | +2.3% | 0.45% | +9.2% |
| Q3 2015 | $398,000 | +13.1% | 3,883 | +15.6% | 0.41% | +57.0% |
| Q2 2015 | $352,000 | +56.4% | 3,360 | +57.4% | 0.26% | +63.4% |
| Q1 2015 | $225,000 | +703.6% | 2,135 | +690.7% | 0.16% | +747.4% |
| Q4 2014 | $28,000 | +3.7% | 270 | 0.0% | 0.02% | +5.6% |
| Q3 2014 | $27,000 | – | 270 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 106,419 | $21,201,857 | 7.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 177,517 | $35,366,721 | 7.00% |
| Genesee Capital Advisors, LLC | 45,051 | $8,975,576 | 6.38% |
| Capitol Family Office, Inc. | 14,405 | $2,869,974 | 5.66% |
| Kaye Capital Management | 52,309 | $10,421,441 | 5.31% |
| D. SCOTT NEAL, INC. | 42,938 | $8,554,571 | 4.78% |
| WealthCare Investment Partners, LLC | 37,327 | $7,436,600 | 4.50% |
| PGIM Custom Harvest LLC | 466,830 | $93,006,618 | 3.86% |
| Millington Financial Advisors, LLC | 16,824 | $3,351,889 | 3.10% |
| Systelligence, LLC | 59,208 | $11,796,010 | 3.03% |