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 2017 | $421,000 | -26.1% | 11,708 | -27.3% | 0.03% | -49.1% |
| Q3 2017 | $570,000 | +72.7% | 16,115 | +64.7% | 0.05% | +341.7% |
| Q2 2017 | $330,000 | -53.5% | 9,785 | -41.9% | 0.01% | +140.0% |
| Q1 2017 | $709,000 | +29.6% | 16,836 | +40.0% | 0.01% | +66.7% |
| Q4 2016 | $547,000 | -26.4% | 12,025 | -36.0% | 0.00% | -25.0% |
| Q3 2016 | $743,000 | +21.6% | 18,781 | +9.8% | 0.00% | +33.3% |
| Q1 2016 | $611,000 | +1.3% | 17,111 | +1.5% | 0.00% | 0.0% |
| Q4 2015 | $603,000 | -34.5% | 16,865 | -33.3% | 0.00% | -25.0% |
| Q3 2015 | $920,000 | -48.1% | 25,302 | -31.4% | 0.00% | -50.0% |
| Q2 2015 | $1,771,000 | +259.2% | 36,885 | +252.0% | 0.01% | +300.0% |
| Q1 2015 | $493,000 | -42.7% | 10,478 | -39.2% | 0.00% | -33.3% |
| Q4 2014 | $860,000 | +251.0% | 17,222 | +365.5% | 0.00% | +200.0% |
| Q3 2014 | $245,000 | -88.1% | 3,700 | -88.3% | 0.00% | -85.7% |
| Q4 2013 | $2,054,000 | +30.7% | 31,688 | +26.2% | 0.01% | +16.7% |
| Q3 2013 | $1,572,000 | +74.3% | 25,103 | +57.7% | 0.01% | +100.0% |
| Q2 2013 | $902,000 | – | 15,914 | – | 0.00% | – |
Download | ||||||
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% |