ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 297.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $11,000 | -42.1% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | -5.0% | 540 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $20,000 | +11.1% | 540 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $18,000 | -62.5% | 540 | -59.7% | 0.00% | -75.0% |
| Q4 2017 | $48,000 | +2.1% | 1,340 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $47,000 | +4.4% | 1,340 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $45,000 | -19.6% | 1,340 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $56,000 | -8.2% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $61,000 | +15.1% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $53,000 | +1.9% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $52,000 | +8.3% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $48,000 | 0.0% | 1,340 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $48,000 | -26.2% | 1,340 | -25.6% | 0.01% | -25.0% |
| Q3 2015 | $65,000 | -24.4% | 1,800 | 0.0% | 0.01% | -20.0% |
| Q2 2015 | $86,000 | +1.2% | 1,800 | 0.0% | 0.01% | +11.1% |
| Q1 2015 | $85,000 | -5.6% | 1,800 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $90,000 | -24.4% | 1,800 | 0.0% | 0.01% | -28.6% |
| Q3 2014 | $119,000 | -15.0% | 1,800 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $140,000 | +13.8% | 1,800 | 0.0% | 0.02% | +14.3% |
| Q1 2014 | $123,000 | +5.1% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $117,000 | +3.5% | 1,800 | 0.0% | 0.01% | -6.7% |
| Q3 2013 | $113,000 | +10.8% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $102,000 | – | 1,800 | – | 0.02% | – |
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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% |