ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 89 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,867 | +239.2% | 1,739 | +195.7% | 0.01% | +225.0% |
| Q1 2023 | $12,048 | -80.3% | 588 | -80.5% | 0.00% | -84.6% |
| Q4 2022 | $61,065 | -16.3% | 3,023 | +88.3% | 0.03% | -31.6% |
| Q4 2016 | $73,000 | -99.7% | 1,605 | +356.0% | 0.04% | +171.4% |
| Q2 2014 | $27,290,000 | -90.5% | 352 | -91.6% | 0.01% | -89.3% |
| Q1 2014 | $286,565,000 | – | 4,192 | – | 0.13% | – |
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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% |