ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 107 | +0.9% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 106 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -95.5% | 103 | -95.0% | 0.00% | -96.3% |
| Q1 2017 | $67,000 | -13.0% | 2,062 | -7.3% | 0.05% | -16.9% |
| Q4 2016 | $77,000 | +8.5% | 2,225 | +1.3% | 0.06% | +10.2% |
| Q3 2016 | $71,000 | -2.7% | 2,196 | 0.0% | 0.06% | -7.8% |
| Q2 2016 | $73,000 | +19.7% | 2,196 | +11.4% | 0.06% | +14.3% |
| Q1 2016 | $61,000 | +281.2% | 1,972 | +261.8% | 0.06% | +273.3% |
| Q4 2015 | $16,000 | – | 545 | – | 0.02% | – |
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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% |