ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $17,000 | 0.0% | 414 | -12.8% | 0.01% | 0.0% |
| Q3 2015 | $17,000 | -22.7% | 475 | 0.0% | 0.01% | -15.4% |
| Q2 2015 | $22,000 | -18.5% | 475 | -11.2% | 0.01% | -13.3% |
| Q4 2014 | $27,000 | -22.9% | 535 | 0.0% | 0.02% | -16.7% |
| Q3 2014 | $35,000 | -14.6% | 535 | 0.0% | 0.02% | -14.3% |
| Q2 2014 | $41,000 | -51.8% | 535 | -57.2% | 0.02% | -55.3% |
| Q1 2014 | $85,000 | +4.9% | 1,249 | 0.0% | 0.05% | -23.0% |
| Q4 2013 | $81,000 | +3.8% | 1,249 | 0.0% | 0.06% | -10.3% |
| Q3 2013 | $78,000 | -46.2% | 1,249 | -51.2% | 0.07% | -42.9% |
| Q2 2013 | $145,000 | – | 2,559 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 199,908 | $4,805,788 | 3.46% |
| MinichMacGregor Wealth Management, LLC | 379,955 | $9,134,118 | 3.02% |
| SPC Financial, Inc. | 633,543 | $15,230,374 | 1.71% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 71,703 | $1,723,735 | 1.61% |
| Cadent Capital Advisors, LLC | 151,757 | $3,648,244 | 1.52% |
| Van Cleef Asset Management,Inc | 185,741 | $4,465,214 | 0.70% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |