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 | 43,910 | $952,000 | 0.43% |
| BOSTON RESEARCH & MANAGEMENT INC | 35,070 | $760,000 | 0.31% |
| Family Firm, Inc. | 20,785 | $451,000 | 0.16% |
| FRONT BARNETT ASSOCIATES LLC | 37,484 | $813,000 | 0.14% |
| Private Wealth Advisors, Inc. | 14,213 | $308,000 | 0.11% |
| Virtu Financial LLC | 64,194 | $1,392,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 33,474 | $726,000 | 0.05% |
| Cannell & Spears LLC | 15,300 | $332,000 | 0.04% |
| Next Capital Management LLC | 1,840 | $40,000 | 0.03% |
| Laurel Wealth Advisors LLC | 3,300 | $72,000 | 0.02% |