ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 75 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,392,000 | +248.0% | 64,194 | +305.2% | 0.08% | +256.5% |
| Q1 2019 | $400,000 | -66.4% | 15,842 | -52.5% | 0.02% | -68.5% |
| Q3 2018 | $1,190,000 | +345.7% | 33,332 | +341.2% | 0.07% | +461.5% |
| Q3 2017 | $267,000 | -87.6% | 7,554 | -87.4% | 0.01% | -95.8% |
| Q4 2015 | $2,152,000 | +333.9% | 60,149 | +341.0% | 0.31% | +378.1% |
| Q3 2015 | $496,000 | -73.6% | 13,638 | -51.8% | 0.06% | -68.0% |
| Q3 2014 | $1,876,000 | +131.6% | 28,276 | +170.8% | 0.20% | +88.7% |
| Q2 2014 | $810,000 | -36.5% | 10,442 | -48.8% | 0.11% | -14.5% |
| Q3 2013 | $1,276,000 | +364.0% | 20,404 | +321.1% | 0.12% | +376.9% |
| Q2 2013 | $275,000 | – | 4,845 | – | 0.03% | – |
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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% |