ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,000 | -95.9% | 1,397 | -83.2% | 0.00% | -100.0% |
| Q2 2018 | $295,000 | +15.7% | 8,314 | +56.3% | 0.01% | -58.3% |
| Q2 2015 | $255,000 | +2.8% | 5,320 | +0.8% | 0.01% | -14.3% |
| Q1 2015 | $248,000 | +18.1% | 5,279 | +66.5% | 0.01% | -6.7% |
| Q3 2014 | $210,000 | -4.1% | 3,170 | +12.4% | 0.02% | -21.1% |
| Q2 2014 | $219,000 | – | 2,821 | – | 0.02% | – |
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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% |