ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 109 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $21,529,000 | -3.3% | 667,355 | -3.1% | 8.82% | +7.1% |
| Q1 2017 | $22,262,000 | -1.7% | 688,387 | +4.9% | 8.23% | -0.6% |
| Q4 2016 | $22,648,000 | +11.6% | 656,457 | +4.2% | 8.28% | -2.6% |
| Q3 2016 | $20,297,000 | +0.3% | 629,945 | +3.6% | 8.50% | -28.2% |
| Q2 2016 | $20,239,000 | +16.6% | 607,772 | +7.6% | 11.83% | -23.0% |
| Q1 2016 | $17,358,000 | – | 564,862 | – | 15.36% | – |
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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% |