ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 69 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2,558.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,000 | -50.0% | 283 | 0.0% | 0.07% | -42.6% |
| Q3 2018 | $10,000 | 0.0% | 283 | 0.0% | 0.12% | +48.8% |
| Q2 2018 | $10,000 | +11.1% | 283 | 0.0% | 0.08% | +17.1% |
| Q1 2018 | $9,000 | -10.0% | 283 | 0.0% | 0.07% | -24.7% |
| Q4 2017 | $10,000 | 0.0% | 283 | 0.0% | 0.09% | -7.0% |
| Q3 2017 | $10,000 | +11.1% | 283 | 0.0% | 0.10% | +14.9% |
| Q2 2017 | $9,000 | -18.2% | 283 | 0.0% | 0.09% | -12.1% |
| Q1 2017 | $11,000 | -8.3% | 283 | 0.0% | 0.10% | -4.8% |
| Q4 2016 | $12,000 | +9.1% | 283 | 0.0% | 0.10% | +5.1% |
| Q3 2016 | $11,000 | -73.8% | 283 | -74.2% | 0.10% | -71.4% |
| Q2 2016 | $42,000 | +7.7% | 1,095 | 0.0% | 0.35% | +8.8% |
| Q1 2016 | $39,000 | 0.0% | 1,095 | 0.0% | 0.32% | +0.6% |
| Q4 2015 | $39,000 | 0.0% | 1,095 | 0.0% | 0.32% | +9.3% |
| Q3 2015 | $39,000 | -25.0% | 1,095 | 0.0% | 0.29% | -13.2% |
| Q2 2015 | $52,000 | +2.0% | 1,095 | 0.0% | 0.33% | +156.2% |
| Q1 2015 | $51,000 | -5.6% | 1,095 | 0.0% | 0.13% | +25.0% |
| Q4 2014 | $54,000 | -87.6% | 1,095 | -83.4% | 0.10% | -12.6% |
| Q3 2014 | $436,000 | -87.0% | 6,587 | -84.7% | 0.12% | -85.3% |
| Q2 2014 | $3,341,000 | +12.0% | 43,107 | -6.2% | 0.81% | +2896.3% |
| Q4 2013 | $2,982,000 | -15.9% | 45,959 | -18.8% | 0.03% | -25.0% |
| Q3 2013 | $3,547,000 | +9.1% | 56,625 | -1.2% | 0.04% | +5.9% |
| Q2 2013 | $3,250,000 | – | 57,340 | – | 0.03% | – |
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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% |