ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 89 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $10,000 | -23.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $13,000 | -18.8% | 200 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $16,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | +50.0% |
| Q4 2013 | $13,000 | -63.9% | 200 | -64.9% | 0.00% | -66.7% |
| Q3 2013 | $36,000 | +12.5% | 570 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $32,000 | – | 570 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 44,405 | $264,000 | 0.13% |
| FRONT BARNETT ASSOCIATES LLC | 92,628 | $550,000 | 0.10% |
| Addison Capital Co | 21,548 | $128,000 | 0.09% |
| Family Firm, Inc. | 20,498 | $122,000 | 0.05% |
| Global Retirement Partners, LLC | 13,353 | $79,000 | 0.02% |
| Cannell & Spears LLC | 15,300 | $91,000 | 0.01% |
| Equitable Holdings, Inc. | 13,480 | $80,000 | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | 1,521 | $9,000 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 773 | $5,000 | 0.00% |
| Tarbox Family Office, Inc. | 300 | $2,000 | 0.00% |