ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $560,000 | -25.3% | 27,432 | +30.6% | 0.04% | -19.6% |
| Q3 2018 | $750,000 | -2.2% | 21,010 | 0.0% | 0.06% | -5.1% |
| Q2 2018 | $767,000 | +10.5% | 21,010 | -1.8% | 0.06% | +5.4% |
| Q1 2018 | $694,000 | -48.7% | 21,400 | -43.2% | 0.06% | -46.7% |
| Q4 2017 | $1,354,000 | +88.6% | 37,700 | +87.9% | 0.10% | -45.9% |
| Q4 2015 | $718,000 | – | 20,065 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 43,910 | $952,000 | 0.43% |
| BOSTON RESEARCH & MANAGEMENT INC | 35,070 | $760,000 | 0.31% |
| Family Firm, Inc. | 20,785 | $451,000 | 0.16% |
| FRONT BARNETT ASSOCIATES LLC | 37,484 | $813,000 | 0.14% |
| Private Wealth Advisors, Inc. | 14,213 | $308,000 | 0.11% |
| Virtu Financial LLC | 64,194 | $1,392,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 33,474 | $726,000 | 0.05% |
| Cannell & Spears LLC | 15,300 | $332,000 | 0.04% |
| Next Capital Management LLC | 1,840 | $40,000 | 0.03% |
| Laurel Wealth Advisors LLC | 3,300 | $72,000 | 0.02% |