ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 104 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 80.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $156,000 | -6.0% | 4,820 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $166,000 | +7.1% | 4,820 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $155,000 | -3.7% | 4,820 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $161,000 | +8.8% | 4,820 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $148,000 | +2.8% | 4,820 | -3.6% | 0.00% | 0.0% |
| Q4 2015 | $144,000 | +6.7% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $135,000 | -7.5% | 5,000 | 0.0% | 0.00% | +33.3% |
| Q2 2015 | $146,000 | -3.3% | 5,000 | 0.0% | 0.00% | -25.0% |
| Q1 2015 | $151,000 | +3.4% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $146,000 | -2.7% | 5,000 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $150,000 | -1.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $152,000 | +1.3% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $150,000 | +0.7% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $149,000 | +8.0% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $138,000 | +7.0% | 5,000 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $129,000 | – | 5,000 | – | 0.01% | – |
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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% |