ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 95 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $241,000 | +2.6% | 2,647 | 0.0% | 0.21% | +19.3% |
| Q4 2016 | $235,000 | +3.5% | 2,647 | +0.0% | 0.18% | -1.7% |
| Q3 2016 | $227,000 | -50.0% | 2,646 | -50.3% | 0.18% | -34.4% |
| Q2 2016 | $454,000 | +4.4% | 5,323 | 0.0% | 0.27% | -0.4% |
| Q1 2016 | $435,000 | +95.1% | 5,323 | +79.5% | 0.27% | +43.5% |
| Q4 2015 | $223,000 | +3.2% | 2,966 | +0.0% | 0.19% | -3.5% |
| Q3 2015 | $216,000 | -3.1% | 2,965 | +0.0% | 0.20% | +4.8% |
| Q2 2015 | $223,000 | +2.8% | 2,964 | +6.8% | 0.19% | +13.2% |
| Q1 2015 | $217,000 | -1.4% | 2,774 | +0.1% | 0.17% | -9.2% |
| Q4 2014 | $220,000 | – | 2,772 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 49,765 | $7,242,000 | 4.28% |
| Savant Capital, LLC | 119,998 | $17,462,000 | 3.14% |
| Mutual Advisors, LLC | 73,325 | $10,670,000 | 1.62% |
| Watermark Asset Management, Inc. | 26,430 | $3,846,000 | 1.59% |
| First Heartland Consultants, Inc. | 25,144 | $3,659,000 | 1.14% |
| Asset Advisors Investment Management, LLC | 43,289 | $6,299,000 | 1.04% |
| Wealth & Pension Services Group, Inc. | 5,358 | $780,000 | 0.78% |
| IBEX WEALTH ADVISORS | 13,549 | $1,977,000 | 0.71% |
| Mathes Company, Inc. | 10,205 | $1,485,000 | 0.69% |
| GenWealth Group, Inc. | 10,136 | $1,477,000 | 0.68% |