ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 89 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $280,000 | -24.1% | 7,690 | 0.0% | 0.01% | -20.0% |
| Q2 2015 | $369,000 | -6.3% | 7,690 | -8.3% | 0.01% | +25.0% |
| Q1 2015 | $394,000 | +96.0% | 8,390 | +108.2% | 0.01% | +100.0% |
| Q4 2014 | $201,000 | -20.2% | 4,029 | +6.2% | 0.00% | -20.0% |
| Q3 2014 | $252,000 | -19.2% | 3,794 | -5.7% | 0.01% | -28.6% |
| Q2 2014 | $312,000 | +20.5% | 4,023 | +6.0% | 0.01% | +16.7% |
| Q1 2014 | $259,000 | +5.3% | 3,794 | 0.0% | 0.01% | +20.0% |
| Q4 2013 | $246,000 | +3.4% | 3,794 | 0.0% | 0.01% | -16.7% |
| Q3 2013 | $238,000 | +6.7% | 3,794 | -3.4% | 0.01% | +20.0% |
| Q2 2013 | $223,000 | – | 3,929 | – | 0.01% | – |
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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% |