ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 68 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |