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 2017 | $343,000 | -11.4% | 9,702 | -15.3% | 0.00% | 0.0% |
| Q2 2017 | $387,000 | -21.8% | 11,454 | -2.6% | 0.00% | -33.3% |
| Q1 2017 | $495,000 | -11.0% | 11,761 | -3.9% | 0.00% | -25.0% |
| Q4 2016 | $556,000 | -35.0% | 12,233 | -43.4% | 0.00% | -42.9% |
| Q3 2016 | $855,000 | +1.3% | 21,629 | -1.1% | 0.01% | 0.0% |
| Q2 2016 | $844,000 | +5.9% | 21,877 | -2.0% | 0.01% | 0.0% |
| Q1 2016 | $797,000 | +59.7% | 22,332 | +60.2% | 0.01% | +40.0% |
| Q4 2015 | $499,000 | -9.8% | 13,942 | -8.3% | 0.01% | -16.7% |
| Q3 2015 | $553,000 | -58.4% | 15,198 | -45.1% | 0.01% | -53.8% |
| Q2 2015 | $1,330,000 | +29.4% | 27,699 | +26.7% | 0.01% | +18.2% |
| Q1 2015 | $1,028,000 | +49.6% | 21,869 | +58.9% | 0.01% | +37.5% |
| Q4 2014 | $687,000 | -9.1% | 13,761 | +20.7% | 0.01% | -11.1% |
| Q3 2014 | $756,000 | -18.0% | 11,403 | -4.1% | 0.01% | -18.2% |
| Q2 2014 | $922,000 | +18.2% | 11,890 | +4.2% | 0.01% | 0.0% |
| Q1 2014 | $780,000 | +0.5% | 11,415 | -4.7% | 0.01% | 0.0% |
| Q4 2013 | $776,000 | +5.7% | 11,974 | +2.1% | 0.01% | -8.3% |
| Q3 2013 | $734,000 | -6.3% | 11,722 | -15.1% | 0.01% | -14.3% |
| Q2 2013 | $783,000 | – | 13,802 | – | 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% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |