ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 77 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $296,000 | -4.2% | 12,927 | -3.6% | 0.27% | +1.1% |
| Q4 2018 | $309,000 | -21.0% | 13,412 | -18.2% | 0.27% | -11.6% |
| Q3 2018 | $391,000 | -43.3% | 16,397 | -48.1% | 0.30% | -43.7% |
| Q2 2018 | $689,000 | -12.7% | 31,618 | +0.6% | 0.54% | -6.1% |
| Q1 2018 | $789,000 | +59.1% | 31,418 | +71.5% | 0.57% | +59.6% |
| Q4 2017 | $496,000 | +8.8% | 18,323 | +6.6% | 0.36% | +4.7% |
| Q3 2017 | $456,000 | +63.4% | 17,193 | +49.5% | 0.34% | +60.3% |
| Q2 2017 | $279,000 | -76.5% | 11,498 | -82.5% | 0.21% | -77.2% |
| Q4 2015 | $1,188,000 | +16.4% | 65,706 | +46.9% | 0.94% | +58.5% |
| Q2 2015 | $1,021,000 | -9.0% | 44,716 | -6.8% | 0.59% | -5.7% |
| Q1 2015 | $1,122,000 | +24.3% | 47,980 | +27.9% | 0.63% | +25.1% |
| Q4 2014 | $903,000 | +42.4% | 37,515 | +68.1% | 0.50% | +47.4% |
| Q3 2014 | $634,000 | -7.6% | 22,320 | -4.5% | 0.34% | -4.2% |
| Q2 2014 | $686,000 | +3.3% | 23,365 | +5.8% | 0.36% | +6.3% |
| Q1 2014 | $664,000 | +17.9% | 22,085 | +16.5% | 0.33% | +8.8% |
| Q4 2013 | $563,000 | – | 18,965 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 104,687 | $2,628,000 | 3.66% |
| Lumbard & Kellner, LLC | 193,535 | $4,858,000 | 2.78% |
| Accuvest Global Advisors | 105,699 | $2,653,000 | 1.96% |
| Parkwood LLC | 292,000 | $7,329,000 | 1.05% |
| AFAM CAPITAL, INC. | 372,525 | $9,350,000 | 1.03% |
| Biondo Investment Advisors, LLC | 115,510 | $2,899,000 | 0.76% |
| Lattice Strategies LLC | 31,418 | $789,000 | 0.57% |
| Intercontinental Wealth Advisors, LLC | 33,467 | $840,000 | 0.49% |
| XPONANCE, INC. | 42,781 | $1,073,000 | 0.45% |
| NewSquare Capital LLC | 77,672 | $1,934,000 | 0.42% |