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 | $4,000 | -42.9% | 100 | -50.0% | 0.00% | -33.3% |
| Q2 2017 | $7,000 | -12.5% | 200 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $8,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $10,000 | -50.0% | 200 | -60.0% | 0.01% | -50.0% |
| Q3 2016 | $20,000 | -16.7% | 500 | -16.7% | 0.01% | -20.0% |
| Q2 2016 | $24,000 | +14.3% | 600 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $21,000 | -34.4% | 600 | -33.3% | 0.01% | -36.4% |
| Q4 2015 | $32,000 | -46.7% | 900 | -45.5% | 0.02% | -46.3% |
| Q3 2015 | $60,000 | -24.1% | 1,650 | 0.0% | 0.04% | -14.6% |
| Q2 2015 | $79,000 | -7.1% | 1,650 | -9.6% | 0.05% | -5.9% |
| Q1 2015 | $85,000 | -11.5% | 1,825 | -5.2% | 0.05% | -8.9% |
| Q4 2014 | $96,000 | -50.0% | 1,925 | -33.6% | 0.06% | -51.3% |
| Q3 2014 | $192,000 | +30.6% | 2,900 | +52.6% | 0.12% | +29.2% |
| Q2 2014 | $147,000 | – | 1,900 | – | 0.09% | – |
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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% |