ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 739.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $668,000 | +14.4% | 32,835 | -1.0% | 0.10% | +7.7% |
| Q3 2019 | $584,000 | +55.3% | 33,164 | +80.0% | 0.09% | +31.9% |
| Q4 2018 | $376,000 | -66.6% | 18,428 | -41.6% | 0.07% | -66.3% |
| Q3 2018 | $1,126,000 | +0.7% | 31,545 | +3.0% | 0.20% | -4.7% |
| Q2 2018 | $1,118,000 | +14.3% | 30,615 | +1.5% | 0.22% | +1.4% |
| Q1 2018 | $978,000 | -8.1% | 30,177 | +1.8% | 0.21% | -1.9% |
| Q4 2017 | $1,064,000 | +3.9% | 29,635 | +2.3% | 0.22% | +4.9% |
| Q3 2017 | $1,024,000 | +7.6% | 28,967 | +2.7% | 0.21% | +2.5% |
| Q2 2017 | $952,000 | -19.4% | 28,215 | +0.6% | 0.20% | -20.9% |
| Q1 2017 | $1,181,000 | -12.8% | 28,060 | -5.8% | 0.25% | -15.9% |
| Q4 2016 | $1,354,000 | +10.7% | 29,794 | -3.7% | 0.30% | +6.0% |
| Q3 2016 | $1,223,000 | +1.1% | 30,931 | -1.3% | 0.28% | -1.4% |
| Q2 2016 | $1,210,000 | +4.7% | 31,344 | -3.2% | 0.29% | +3.2% |
| Q1 2016 | $1,156,000 | +2.8% | 32,372 | +3.0% | 0.28% | +1.8% |
| Q4 2015 | $1,124,000 | -8.8% | 31,419 | -7.2% | 0.28% | -14.6% |
| Q3 2015 | $1,232,000 | -20.5% | 33,858 | +4.9% | 0.32% | -13.4% |
| Q2 2015 | $1,550,000 | +3.9% | 32,276 | +1.7% | 0.37% | +5.1% |
| Q1 2015 | $1,492,000 | -23.0% | 31,731 | -18.2% | 0.35% | -32.8% |
| Q4 2014 | $1,938,000 | -30.7% | 38,796 | -7.9% | 0.53% | -32.3% |
| Q3 2014 | $2,795,000 | -14.8% | 42,138 | -0.5% | 0.78% | -15.8% |
| Q2 2014 | $3,282,000 | +28.7% | 42,333 | +13.4% | 0.92% | +19.1% |
| Q1 2014 | $2,551,000 | +5.7% | 37,320 | +0.2% | 0.78% | +1.6% |
| Q4 2013 | $2,414,000 | -0.8% | 37,246 | -4.1% | 0.76% | -8.7% |
| Q3 2013 | $2,433,000 | +8.3% | 38,846 | -1.9% | 0.84% | -1.3% |
| Q2 2013 | $2,246,000 | – | 39,608 | – | 0.85% | – |
Download | ||||||
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% |