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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $349,000 | +4.8% | 10,354 | +31.0% | 0.01% | +11.1% |
| Q1 2017 | $333,000 | +29.1% | 7,901 | +9.3% | 0.01% | +28.6% |
| Q1 2016 | $258,000 | -52.8% | 7,232 | -52.7% | 0.01% | -22.2% |
| Q4 2015 | $547,000 | -24.6% | 15,300 | -23.3% | 0.01% | -25.0% |
| Q3 2015 | $725,000 | +14.7% | 19,939 | +51.5% | 0.01% | +9.1% |
| Q2 2015 | $632,000 | +111.4% | 13,159 | +120.1% | 0.01% | +120.0% |
| Q4 2014 | $299,000 | -44.2% | 5,978 | -26.0% | 0.01% | -50.0% |
| Q3 2014 | $536,000 | +158.9% | 8,079 | +144.0% | 0.01% | +233.3% |
| Q3 2013 | $207,000 | – | 3,311 | – | 0.00% | – |
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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% |