ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 77 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | -33.3% | 141 | 0.0% | 0.00% | – |
| Q2 2023 | $3 | +50.0% | 141 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -100.0% | 141 | -99.0% | 0.00% | -100.0% |
| Q1 2015 | $316,000 | -2.8% | 13,500 | 0.0% | 0.01% | -9.1% |
| Q4 2014 | $325,000 | -37.5% | 13,500 | -26.2% | 0.01% | -42.1% |
| Q3 2014 | $520,000 | +25.6% | 18,300 | +29.8% | 0.02% | +18.8% |
| Q2 2014 | $414,000 | – | 14,100 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lumbard & Kellner, LLC | 193,760 | $4,623,000 | 2.41% |
| CUMBERLAND ADVISORS INC | 79,820 | $1,905,000 | 1.28% |
| Glovista Investments LLC | 199,496 | $4,774,000 | 1.24% |
| OLD MISSION CAPITAL LLC | 111,829 | $2,668,000 | 0.46% |
| Intercontinental Wealth Advisors, LLC | 35,318 | $843,000 | 0.42% |
| Empirical Finance, LLC | 60,558 | $1,445,000 | 0.36% |
| XPONANCE, INC. | 42,781 | $1,020,000 | 0.34% |
| Lattice Strategies LLC | 16,397 | $391,000 | 0.30% |
| Camelot Portfolios, LLC | 25,245 | $602,000 | 0.27% |
| Ballew Advisors, Inc | 11,408 | $245,000 | 0.22% |