ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $201,000 | -53.9% | 4,015 | -38.9% | 0.01% | -56.2% |
| Q3 2014 | $436,000 | -14.3% | 6,567 | 0.0% | 0.03% | -13.5% |
| Q2 2014 | $509,000 | +13.4% | 6,567 | 0.0% | 0.04% | +8.8% |
| Q1 2014 | $449,000 | -58.0% | 6,567 | -60.2% | 0.03% | -58.0% |
| Q4 2013 | $1,069,000 | -19.9% | 16,501 | -22.5% | 0.08% | -24.3% |
| Q3 2013 | $1,334,000 | -31.2% | 21,296 | -37.7% | 0.11% | -34.8% |
| Q2 2013 | $1,939,000 | – | 34,204 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 199,908 | $4,805,788 | 3.46% |
| MinichMacGregor Wealth Management, LLC | 379,955 | $9,134,118 | 3.02% |
| SPC Financial, Inc. | 633,543 | $15,230,374 | 1.71% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 71,703 | $1,723,735 | 1.61% |
| Cadent Capital Advisors, LLC | 151,757 | $3,648,244 | 1.52% |
| Van Cleef Asset Management,Inc | 185,741 | $4,465,214 | 0.70% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |