ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 161 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 6.21 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $210,000 | -3.2% | 4,818 | -1.8% | 0.02% | +5.3% |
| Q1 2015 | $217,000 | +8.5% | 4,906 | +4.2% | 0.02% | +5.6% |
| Q4 2014 | $200,000 | -52.6% | 4,708 | -49.7% | 0.02% | -66.7% |
| Q3 2014 | $422,000 | -5.6% | 9,362 | +1.7% | 0.05% | +3.8% |
| Q2 2014 | $447,000 | -41.6% | 9,210 | -41.9% | 0.05% | -31.6% |
| Q1 2014 | $765,000 | -17.7% | 15,854 | -19.1% | 0.08% | -30.9% |
| Q4 2013 | $930,000 | +28.6% | 19,609 | +19.5% | 0.11% | +29.4% |
| Q3 2013 | $723,000 | – | 16,409 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Manifold Partners, LLC | 34,500 | $1,520,000 | 14.58% |
| Lee Financial Co | 484,881 | $21,369,000 | 4.83% |
| Stelac Advisory Services LLC | 77,828 | $3,430,000 | 2.63% |
| METLIFE INC | 15,945 | $702,696 | 2.43% |
| EFG Asset Management (Americas) Corp. | 175,704 | $7,851,000 | 2.24% |
| Palisades Hudson Asset Management, L.P. | 44,167 | $1,946,000 | 1.35% |
| GYL FINANCIAL SYNERGIES, LLC | 56,554 | $2,492,000 | 1.32% |
| Vishria Bird Financial Group, LLC | 24,910 | $1,098,000 | 1.10% |
| BigSur Wealth Management LLC | 35,399 | $1,565,000 | 1.09% |
| Intercontinental Wealth Advisors, LLC | 47,227 | $2,081,000 | 1.08% |