ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 43,910 | $952,000 | 0.43% |
| BOSTON RESEARCH & MANAGEMENT INC | 35,070 | $760,000 | 0.31% |
| Family Firm, Inc. | 20,785 | $451,000 | 0.16% |
| FRONT BARNETT ASSOCIATES LLC | 37,484 | $813,000 | 0.14% |
| Private Wealth Advisors, Inc. | 14,213 | $308,000 | 0.11% |
| Virtu Financial LLC | 64,194 | $1,392,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 33,474 | $726,000 | 0.05% |
| Cannell & Spears LLC | 15,300 | $332,000 | 0.04% |
| Next Capital Management LLC | 1,840 | $40,000 | 0.03% |
| Laurel Wealth Advisors LLC | 3,300 | $72,000 | 0.02% |