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 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 ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 44,405 | $264,000 | 0.13% |
| FRONT BARNETT ASSOCIATES LLC | 92,628 | $550,000 | 0.10% |
| Addison Capital Co | 21,548 | $128,000 | 0.09% |
| Family Firm, Inc. | 20,498 | $122,000 | 0.05% |
| Global Retirement Partners, LLC | 13,353 | $79,000 | 0.02% |
| Cannell & Spears LLC | 15,300 | $91,000 | 0.01% |
| Equitable Holdings, Inc. | 13,480 | $80,000 | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | 1,521 | $9,000 | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 773 | $5,000 | 0.00% |
| Tarbox Family Office, Inc. | 300 | $2,000 | 0.00% |