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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |