ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $475,000 | -38.6% | 17,572 | -33.1% | 0.42% | -34.9% |
| Q4 2017 | $773,000 | -24.9% | 26,269 | -22.4% | 0.64% | -28.8% |
| Q3 2017 | $1,029,000 | -2.1% | 33,850 | +3.9% | 0.90% | -3.6% |
| Q2 2017 | $1,051,000 | -1.3% | 32,570 | -1.1% | 0.94% | -1.1% |
| Q1 2017 | $1,065,000 | -3.9% | 32,935 | +2.6% | 0.95% | -5.2% |
| Q4 2016 | $1,108,000 | – | 32,107 | – | 1.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strengthening Families & Communities, LLC | 216,281 | $4,607 | 1.99% |
| First Citizens Financial Corp | 35,966 | $766,076 | 0.54% |
| Beta Wealth Group, Inc. | 42,041 | $895,465 | 0.53% |
| Econ Financial Services Corp | 26,250 | $559,125 | 0.41% |
| PGIM Custom Harvest LLC | 487,450 | $10,382,685 | 0.38% |
| Dakota Wealth Management | 401,785 | $8,558,016 | 0.38% |
| Antonetti Capital Management LLC | 10,920 | $233,763 | 0.36% |
| First Heartland Consultants, Inc. | 80,681 | $1,719 | 0.22% |
| Family Firm, Inc. | 18,526 | $394,612 | 0.11% |
| NBT BANK N A /NY | 46,841 | $997,714 | 0.10% |