ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 74 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $192,000 | -23.5% | 1,396 | -30.7% | 0.07% | -23.9% |
| Q3 2014 | $251,000 | +34.2% | 2,013 | +33.2% | 0.09% | +35.4% |
| Q2 2014 | $187,000 | -69.0% | 1,511 | -69.9% | 0.06% | -44.0% |
| Q1 2014 | $604,000 | -3.8% | 5,026 | -2.8% | 0.12% | -55.6% |
| Q4 2013 | $628,000 | +50.2% | 5,172 | +36.0% | 0.26% | +23.7% |
| Q3 2013 | $418,000 | +17.7% | 3,803 | +9.8% | 0.21% | -11.0% |
| Q2 2013 | $355,000 | – | 3,464 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaumont Financial Partners, LLC | 616,299 | $84,901,000 | 4.09% |
| Quantitative Advantage, LLC | 92,224 | $12,705,000 | 3.17% |
| Concorde Asset Management, LLC | 17,486 | $2,409,000 | 3.02% |
| Simplicity Solutions, LLC | 18,156 | $2,501,000 | 2.97% |
| Polaris Wealth Advisory Group, LLC | 94,510 | $13,020,000 | 2.68% |
| Commonwealth Financial Services, LLC | 21,448 | $2,955,000 | 2.65% |
| PACIFIC FINANCIAL GROUP INC | 52,780 | $7,271,000 | 2.15% |
| SPC Financial, Inc. | 44,155 | $6,083,000 | 1.77% |
| FolioMetrix LLC | 19,226 | $2,412,000 | 1.71% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,485 | $2,271,000 | 1.69% |