RAND WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 739.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
RAND WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$3,279,000
-2.7%
91,814
-0.5%
0.37%
-2.4%
Q2 2018$3,370,000
+16.9%
92,300
+3.8%
0.38%
+16.0%
Q1 2018$2,884,000
-10.2%
88,947
-0.5%
0.32%
-7.7%
Q4 2017$3,210,000
-8.9%
89,355
-10.3%
0.35%
-13.5%
Q3 2017$3,523,000
+8.7%
99,662
+3.8%
0.41%
-7.5%
Q2 2017$3,242,000
-16.4%
96,052
+4.3%
0.44%
-5.8%
Q1 2017$3,877,000
-9.4%
92,087
-2.1%
0.47%
-13.7%
Q4 2016$4,277,000
+17.7%
94,108
+2.4%
0.54%
+13.9%
Q3 2016$3,635,000
+6.6%
91,908
+4.0%
0.47%
+2.8%
Q2 2016$3,411,000
+7.6%
88,357
-0.5%
0.46%
+4.5%
Q1 2016$3,171,000
+3.6%
88,799
+3.8%
0.44%
+2.1%
Q4 2015$3,061,000
+198.3%
85,562
+203.4%
0.43%
+188.0%
Q3 2015$1,026,000
-53.0%
28,203
-38.0%
0.15%
-49.2%
Q2 2015$2,185,000
+13.4%
45,513
+11.1%
0.30%
+13.9%
Q1 2015$1,926,00040,9780.26%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 44,405$264,0000.13%
FRONT BARNETT ASSOCIATES LLC 92,628$550,0000.10%
Addison Capital Co 21,548$128,0000.09%
Family Firm, Inc. 20,498$122,0000.05%
Global Retirement Partners, LLC 13,353$79,0000.02%
Cannell & Spears LLC 15,300$91,0000.01%
Equitable Holdings, Inc. 13,480$80,0000.00%
CITIZENS FINANCIAL GROUP INC/RI 1,521$9,0000.00%
QUADRANT CAPITAL GROUP LLC 773$5,0000.00%
Tarbox Family Office, Inc. 300$2,0000.00%
View complete list of ISHARES TR shareholders