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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $33,000 | +10.0% | 945 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $30,000 | -3.2% | 945 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $31,000 | +6.9% | 945 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $29,000 | -97.3% | 945 | -97.4% | 0.01% | -97.3% |
| Q4 2015 | $1,066,000 | -4.7% | 37,028 | -10.6% | 0.52% | -7.3% |
| Q3 2015 | $1,118,000 | -8.7% | 41,420 | -1.0% | 0.56% | +1.1% |
| Q2 2015 | $1,225,000 | -7.9% | 41,819 | -5.0% | 0.56% | -5.8% |
| Q1 2015 | $1,330,000 | +2.5% | 44,027 | -0.7% | 0.59% | +4.1% |
| Q4 2014 | $1,298,000 | -3.4% | 44,318 | -1.2% | 0.57% | -13.8% |
| Q3 2014 | $1,344,000 | -67.7% | 44,862 | -67.7% | 0.66% | -29.5% |
| Q2 2014 | $4,161,000 | +203.1% | 139,026 | +203.6% | 0.93% | +34.2% |
| Q1 2014 | $1,373,000 | -50.6% | 45,795 | -51.0% | 0.70% | -39.3% |
| Q4 2013 | $2,778,000 | -3.2% | 93,433 | -10.3% | 1.14% | -12.2% |
| Q3 2013 | $2,871,000 | +7.8% | 104,111 | +1.0% | 1.30% | +6.5% |
| Q2 2013 | $2,664,000 | – | 103,051 | – | 1.22% | – |
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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% |