ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $503,000 | -44.0% | 11,942 | -39.7% | 0.00% | -50.0% |
| Q4 2016 | $899,000 | +0.4% | 19,788 | -12.5% | 0.01% | -11.1% |
| Q3 2016 | $895,000 | +359.0% | 22,620 | +347.7% | 0.01% | +800.0% |
| Q2 2016 | $195,000 | -85.9% | 5,052 | -82.8% | 0.00% | -87.5% |
| Q1 2015 | $1,382,000 | -14.6% | 29,391 | -9.3% | 0.01% | 0.0% |
| Q4 2014 | $1,618,000 | +503.7% | 32,391 | +701.4% | 0.01% | +300.0% |
| Q3 2014 | $268,000 | -74.0% | 4,042 | -69.6% | 0.00% | -66.7% |
| Q2 2014 | $1,031,000 | +129.1% | 13,295 | +101.9% | 0.01% | +200.0% |
| Q1 2014 | $450,000 | -63.4% | 6,584 | -66.4% | 0.00% | -60.0% |
| Q3 2013 | $1,228,000 | +112.8% | 19,604 | +92.7% | 0.01% | +66.7% |
| Q2 2013 | $577,000 | – | 10,171 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |