ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 101 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 4.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $270,000 | -55.7% | 8,355 | -52.8% | 0.03% | -54.8% |
| Q4 2016 | $610,000 | +7.0% | 17,695 | 0.0% | 0.07% | +2.8% |
| Q3 2016 | $570,000 | -3.2% | 17,695 | 0.0% | 0.07% | -2.7% |
| Q2 2016 | $589,000 | +8.3% | 17,695 | 0.0% | 0.07% | +2.8% |
| Q1 2016 | $544,000 | +6.9% | 17,695 | 0.0% | 0.07% | -16.5% |
| Q4 2015 | $509,000 | +6.5% | 17,695 | 0.0% | 0.08% | +2.4% |
| Q3 2015 | $478,000 | -17.2% | 17,695 | -10.2% | 0.08% | -10.8% |
| Q2 2015 | $577,000 | -31.7% | 19,695 | -29.6% | 0.09% | -29.0% |
| Q1 2015 | $845,000 | +39.4% | 27,975 | +35.2% | 0.13% | +39.4% |
| Q4 2014 | $606,000 | -2.3% | 20,695 | 0.0% | 0.09% | -6.0% |
| Q3 2014 | $620,000 | -1.3% | 20,695 | 0.0% | 0.10% | +2.0% |
| Q2 2014 | $628,000 | +1.1% | 20,695 | 0.0% | 0.10% | -3.0% |
| Q1 2014 | $621,000 | – | 20,695 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| United Asset Strategies, Inc. | 95,185 | $2,830,000 | 1.94% |
| TOTH FINANCIAL ADVISORY CORP | 97,586 | $2,901,000 | 1.23% |
| OLD SECOND NATIONAL BANK OF AURORA | 93,433 | $2,778,000 | 1.14% |
| CINQUE PARTNERS LLC | 63,058 | $1,875,000 | 0.96% |
| CHEMUNG CANAL TRUST CO | 88,487 | $2,631,000 | 0.54% |
| MONROE BANK & TRUST/MI | 45,971 | $1,367,000 | 0.53% |
| Patriot Wealth Management, Inc. | 61,381 | $1,825,000 | 0.50% |
| Advisors Preferred, LLC | 29,840 | $887,000 | 0.49% |
| MASSMUTUAL TRUST CO FSB/ADV | 14,190 | $421,869,000 | 0.39% |
| WASHINGTON TRUST BANK | 0 | $201,000 | 0.36% |