ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 76 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $250,000 | +2.0% | 5,210 | 0.0% | 0.05% | +9.5% |
| Q1 2015 | $245,000 | -9.9% | 5,210 | -4.1% | 0.04% | 0.0% |
| Q4 2014 | $272,000 | -21.4% | 5,435 | +4.3% | 0.04% | -22.2% |
| Q3 2014 | $346,000 | -14.4% | 5,210 | 0.0% | 0.05% | -15.6% |
| Q2 2014 | $404,000 | +13.5% | 5,210 | 0.0% | 0.06% | +3.2% |
| Q1 2014 | $356,000 | +5.3% | 5,210 | 0.0% | 0.06% | -22.5% |
| Q4 2013 | $338,000 | +3.7% | 5,210 | 0.0% | 0.08% | -7.0% |
| Q3 2013 | $326,000 | +10.5% | 5,210 | 0.0% | 0.09% | +6.2% |
| Q2 2013 | $295,000 | – | 5,210 | – | 0.08% | – |
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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% |