ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 115 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |