ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 98 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $11,000 | -38.9% | 300 | -43.4% | 0.00% | -33.3% |
| Q2 2017 | $18,000 | -74.3% | 530 | -49.5% | 0.01% | -82.9% |
| Q3 2014 | $70,000 | +9.4% | 1,050 | +28.0% | 0.04% | +12.9% |
| Q2 2014 | $64,000 | +8.5% | 820 | -5.7% | 0.03% | +63.2% |
| Q1 2014 | $59,000 | +5.4% | 870 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $56,000 | +229.4% | 870 | +222.2% | 0.02% | +216.7% |
| Q3 2013 | $17,000 | +13.3% | 270 | 0.0% | 0.01% | +20.0% |
| Q2 2013 | $15,000 | – | 270 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 929,197 | $14,839,000 | 1.83% |
| Milestone Advisory Partners | 110,552 | $1,762,000 | 1.43% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 87,292 | $1,394,000 | 1.26% |
| NTV ASSET MANAGEMENT LLC | 256,890 | $4,103,000 | 0.80% |
| Well Done, LLC | 175,063 | $2,796,000 | 0.62% |
| Robinson Value Management, Ltd. | 35,891 | $573,000 | 0.53% |
| Van Cleef Asset Management,Inc | 145,915 | $2,330,000 | 0.40% |
| S. R. Schill & Associates | 34,092 | $544,000 | 0.27% |
| SeaCrest Wealth Management, LLC | 109,379 | $1,747,000 | 0.22% |
| SUMMIT FINANCIAL GROUP, INC. | 30,235 | $483,000 | 0.19% |