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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $15,000 | +7.1% | 509 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $14,000 | -6.7% | 509 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $15,000 | 0.0% | 509 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $15,000 | 0.0% | 509 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $15,000 | 0.0% | 509 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | -21.1% | 509 | -17.8% | 0.00% | -20.0% |
| Q2 2014 | $19,000 | 0.0% | 619 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $19,000 | +5.6% | 619 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $18,000 | -14.3% | 619 | -19.2% | 0.01% | -28.6% |
| Q3 2013 | $21,000 | -47.5% | 766 | -50.0% | 0.01% | 0.0% |
| Q2 2013 | $40,000 | – | 1,532 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rothschild Capital Partners, LLC | 138,446 | $3,741,000 | 1.47% |
| Patriot Wealth Management, Inc. | 284,452 | $7,686,000 | 1.09% |
| Arcus Capital Partners, LLC | 43,084 | $1,164,000 | 0.66% |
| SUN LIFE FINANCIAL INC | 1,458 | $53,947,000 | 0.48% |
| TOTH FINANCIAL ADVISORY CORP | 70,247 | $1,898,000 | 0.46% |
| Leisure Capital Management | 17,572 | $475,000 | 0.42% |
| Timber Hill LLC | 79,688 | $2,153,000 | 0.33% |
| ASHFORD CAPITAL MANAGEMENT INC | 73,290 | $1,980,000 | 0.30% |
| Capital Advisory Group Advisory Services, LLC | 13,343 | $362,000 | 0.26% |
| MONROE BANK & TRUST/MI | 30,283 | $818,000 | 0.26% |