ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 74 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $32,000 | -61.0% | 1,590 | -30.7% | 0.00% | -55.6% |
| Q3 2018 | $82,000 | -5.7% | 2,295 | -4.2% | 0.01% | -10.0% |
| Q2 2018 | $87,000 | +7.4% | 2,395 | -4.0% | 0.01% | 0.0% |
| Q1 2018 | $81,000 | -31.9% | 2,495 | -24.4% | 0.01% | -28.6% |
| Q4 2017 | $119,000 | -86.8% | 3,300 | -87.1% | 0.01% | -88.3% |
| Q3 2017 | $904,000 | -67.2% | 25,570 | -68.7% | 0.12% | -69.6% |
| Q2 2017 | $2,754,000 | -32.9% | 81,605 | -16.3% | 0.40% | -35.9% |
| Q1 2017 | $4,105,000 | – | 97,505 | – | 0.62% | – |
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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% |