ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 125 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $26,000 | +225.0% | 944 | +218.9% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 296 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 296 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -99.5% | 296 | -99.4% | 0.00% | – |
| Q3 2018 | $1,496,000 | +7.9% | 50,296 | 0.0% | 0.00% | – |
| Q2 2018 | $1,387,000 | -12.0% | 50,296 | -13.9% | 0.00% | -100.0% |
| Q1 2018 | $1,577,000 | -95.5% | 58,424 | -95.1% | 0.00% | -95.2% |
| Q4 2014 | $34,733,000 | +20.6% | 1,186,275 | +23.4% | 0.02% | +16.7% |
| Q3 2014 | $28,791,000 | -1.7% | 961,350 | -0.4% | 0.02% | -10.0% |
| Q2 2014 | $29,286,000 | -0.8% | 965,631 | -1.9% | 0.02% | -4.8% |
| Q1 2014 | $29,513,000 | -1.0% | 984,468 | -1.8% | 0.02% | 0.0% |
| Q4 2013 | $29,798,000 | +14.8% | 1,002,322 | +6.5% | 0.02% | +10.5% |
| Q3 2013 | $25,952,000 | – | 941,006 | – | 0.02% | – |
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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% |