ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $11,000 | 0.0% | 300 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $11,000 | +10.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $10,000 | 0.0% | 300 | 0.0% | 0.01% | -13.3% |
| Q4 2015 | $10,000 | 0.0% | 300 | 0.0% | 0.02% | +15.4% |
| Q3 2015 | $10,000 | -28.6% | 300 | 0.0% | 0.01% | -13.3% |
| Q2 2015 | $14,000 | 0.0% | 300 | 0.0% | 0.02% | +7.1% |
| Q1 2015 | $14,000 | -6.7% | 300 | 0.0% | 0.01% | -26.3% |
| Q4 2014 | $15,000 | -34.8% | 300 | 0.0% | 0.02% | -24.0% |
| Q2 2014 | $23,000 | +9.5% | 300 | 0.0% | 0.02% | +31.6% |
| Q1 2014 | $21,000 | +10.5% | 300 | 0.0% | 0.02% | -20.8% |
| Q4 2013 | $19,000 | 0.0% | 300 | 0.0% | 0.02% | +4.3% |
| Q3 2013 | $19,000 | +11.8% | 300 | 0.0% | 0.02% | -8.0% |
| Q2 2013 | $17,000 | – | 300 | – | 0.02% | – |
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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% |