ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 78 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $211,000 | -11.0% | 5,900 | -9.2% | 0.02% | -15.0% |
| Q2 2018 | $237,000 | +12.3% | 6,500 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $211,000 | -12.1% | 6,500 | -2.6% | 0.02% | -5.0% |
| Q4 2017 | $240,000 | +11.1% | 6,675 | +30.2% | 0.02% | 0.0% |
| Q1 2017 | $216,000 | -7.3% | 5,125 | 0.0% | 0.02% | -13.0% |
| Q4 2016 | $233,000 | +14.8% | 5,125 | 0.0% | 0.02% | +15.0% |
| Q3 2016 | $203,000 | -0.5% | 5,125 | -2.8% | 0.02% | -4.8% |
| Q2 2016 | $204,000 | -12.1% | 5,275 | -18.6% | 0.02% | -12.5% |
| Q4 2015 | $232,000 | -41.9% | 6,480 | -41.0% | 0.02% | -45.5% |
| Q3 2015 | $399,000 | -30.6% | 10,980 | -8.3% | 0.04% | -25.4% |
| Q2 2015 | $575,000 | -9.3% | 11,980 | -11.1% | 0.06% | -9.2% |
| Q1 2015 | $634,000 | -4.4% | 13,480 | +1.5% | 0.06% | -3.0% |
| Q4 2014 | $663,000 | -25.2% | 13,280 | -0.6% | 0.07% | -28.0% |
| Q3 2014 | $886,000 | -21.6% | 13,355 | -8.4% | 0.09% | -20.5% |
| Q2 2014 | $1,130,000 | +13.3% | 14,580 | 0.0% | 0.12% | +9.3% |
| Q1 2014 | $997,000 | +21.6% | 14,580 | +15.2% | 0.11% | +30.5% |
| Q4 2013 | $820,000 | +3.9% | 12,655 | +0.5% | 0.08% | -4.7% |
| Q3 2013 | $789,000 | +5.9% | 12,593 | -4.2% | 0.09% | 0.0% |
| Q2 2013 | $745,000 | – | 13,148 | – | 0.09% | – |
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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% |