ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 51 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $71,000 | -19.3% | 4,048 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $88,000 | -13.7% | 4,048 | 0.0% | 0.01% | -22.2% |
| Q1 2019 | $102,000 | -7.3% | 4,048 | -24.5% | 0.01% | +28.6% |
| Q4 2018 | $110,000 | +103.7% | 5,359 | +257.3% | 0.01% | +75.0% |
| Q3 2018 | $54,000 | -1.8% | 1,500 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $55,000 | +450.0% | 1,500 | +411.9% | 0.01% | +500.0% |
| Q3 2017 | $10,000 | 0.0% | 293 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $10,000 | – | 293 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |