ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 78 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,852,000 | -7.4% | 44,000 | 0.0% | 0.08% | -11.8% |
| Q4 2016 | $2,000,000 | +14.9% | 44,000 | 0.0% | 0.08% | +16.4% |
| Q3 2016 | $1,740,000 | +2.5% | 44,000 | 0.0% | 0.07% | +1.4% |
| Q2 2016 | $1,698,000 | +8.1% | 44,000 | 0.0% | 0.07% | +7.5% |
| Q1 2016 | $1,571,000 | -0.2% | 44,000 | 0.0% | 0.07% | -1.5% |
| Q4 2015 | $1,574,000 | +80.3% | 44,000 | +83.3% | 0.07% | +78.9% |
| Q3 2015 | $873,000 | +102.1% | 24,000 | +166.7% | 0.04% | +123.5% |
| Q2 2015 | $432,000 | -65.4% | 9,000 | -64.0% | 0.02% | -63.8% |
| Q4 2014 | $1,249,000 | +34.4% | 25,000 | +78.6% | 0.05% | +34.3% |
| Q3 2014 | $929,000 | +33.1% | 14,000 | +55.6% | 0.04% | +34.6% |
| Q2 2014 | $698,000 | +13.5% | 9,000 | 0.0% | 0.03% | +8.3% |
| Q1 2014 | $615,000 | +5.5% | 9,000 | 0.0% | 0.02% | +9.1% |
| Q4 2013 | $583,000 | +3.4% | 9,000 | 0.0% | 0.02% | -4.3% |
| Q3 2013 | $564,000 | +10.6% | 9,000 | 0.0% | 0.02% | +9.5% |
| Q2 2013 | $510,000 | – | 9,000 | – | 0.02% | – |
Download | ||||||
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% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |