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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $779,000 | +25866.7% | 23,090 | +28762.5% | 0.00% | – |
| Q1 2017 | $3,000 | -81.2% | 80 | -76.7% | 0.00% | – |
| Q4 2016 | $16,000 | +128.6% | 343 | +90.6% | 0.00% | – |
| Q3 2016 | $7,000 | +133.3% | 180 | +125.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | -86.4% | 80 | -83.2% | 0.00% | – |
| Q1 2015 | $22,000 | -63.3% | 475 | -60.1% | 0.00% | -100.0% |
| Q4 2014 | $60,000 | +66.7% | 1,191 | +120.1% | 0.00% | – |
| Q3 2014 | $36,000 | -14.3% | 541 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $42,000 | -2.3% | 541 | -14.3% | 0.00% | 0.0% |
| Q1 2014 | $43,000 | -21.8% | 631 | -25.4% | 0.00% | 0.0% |
| Q4 2013 | $55,000 | +12.2% | 846 | +8.6% | 0.00% | 0.0% |
| Q3 2013 | $49,000 | +22.5% | 779 | +9.6% | 0.00% | 0.0% |
| Q2 2013 | $40,000 | – | 711 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |