ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $539,000 | +53800.0% | 26,393 | +85038.7% | 0.03% | – |
| Q1 2018 | $1,000 | -99.7% | 31 | -99.7% | 0.00% | -100.0% |
| Q4 2017 | $323,000 | +10666.7% | 8,992 | +8630.1% | 0.01% | – |
| Q2 2017 | $3,000 | -25.0% | 103 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | -20.0% | 103 | -9.6% | 0.00% | – |
| Q4 2016 | $5,000 | -78.3% | 114 | -82.0% | 0.00% | -100.0% |
| Q4 2015 | $23,000 | -92.4% | 632 | -92.4% | 0.00% | -94.1% |
| Q3 2015 | $304,000 | -24.2% | 8,356 | 0.0% | 0.02% | -15.0% |
| Q2 2015 | $401,000 | -25.2% | 8,356 | -26.8% | 0.02% | -25.9% |
| Q1 2015 | $536,000 | -100.0% | 11,408 | -85.7% | 0.03% | -86.5% |
| Q4 2014 | $3,998,998,000 | – | 80,044 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 75,990 | $1,528,914 | 1.40% |
| St. Louis Financial Planners Asset Management, LLC | 28,821 | $579,877 | 0.58% |
| Van Cleef Asset Management,Inc | 187,314 | $3,768,758 | 0.58% |
| Milestone Advisory Partners | 16,590 | $333,791 | 0.30% |
| SUMMIT FINANCIAL GROUP, INC. | 30,290 | $609,434 | 0.24% |
| Kingsview Wealth Management, LLC | 104,227 | $2,097,041 | 0.08% |
| NTV ASSET MANAGEMENT LLC | 21,905 | $440,729 | 0.08% |
| Apeiron RIA LLC | 9,956 | $200,315 | 0.07% |
| SeaCrest Wealth Management, LLC | 25,778 | $518,653 | 0.06% |
| Executive Wealth Management, LLC | 23,526 | $473,358 | 0.05% |