ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 126 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $396,000 | -11.4% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $447,000 | -57.0% | 15,043 | -60.1% | 0.00% | -50.0% |
| Q2 2018 | $1,039,000 | -39.2% | 37,681 | -40.5% | 0.00% | -33.3% |
| Q1 2018 | $1,710,000 | +94.8% | 63,319 | +111.9% | 0.00% | +200.0% |
| Q4 2017 | $878,000 | +92.1% | 29,884 | +98.7% | 0.00% | 0.0% |
| Q3 2017 | $457,000 | -5.8% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $485,000 | -0.2% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $486,000 | -6.4% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $519,000 | +7.0% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $485,000 | -3.2% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $501,000 | +8.4% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $462,000 | +6.7% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $433,000 | +6.7% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $406,000 | -7.7% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $440,000 | -3.3% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $455,000 | +3.4% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $440,000 | -2.4% | 15,043 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $451,000 | -46.1% | 15,043 | -45.4% | 0.00% | -50.0% |
| Q2 2014 | $836,000 | +1.2% | 27,567 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $826,000 | -7.4% | 27,567 | -8.2% | 0.00% | 0.0% |
| Q4 2013 | $892,000 | -1.2% | 30,045 | -8.0% | 0.00% | 0.0% |
| Q3 2013 | $903,000 | +7.4% | 32,663 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $841,000 | – | 32,663 | – | 0.00% | – |
Download | ||||||
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% |