ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |