ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 136 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |