ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 69 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2,558.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $387,000 | +18.3% | 10,863 | +21.1% | 0.28% | +15.2% |
| Q2 2018 | $327,000 | +12.0% | 8,968 | -0.5% | 0.24% | +9.9% |
| Q1 2018 | $292,000 | -9.6% | 9,016 | +0.2% | 0.22% | -4.7% |
| Q4 2017 | $323,000 | +13.7% | 9,000 | +12.0% | 0.23% | +8.4% |
| Q3 2017 | $284,000 | +10.5% | 8,036 | +42.1% | 0.22% | +0.9% |
| Q4 2016 | $257,000 | +15.2% | 5,657 | +0.2% | 0.21% | +12.7% |
| Q3 2016 | $223,000 | +2.8% | 5,646 | 0.0% | 0.19% | -2.1% |
| Q2 2016 | $217,000 | -9.6% | 5,646 | +12.7% | 0.19% | -14.2% |
| Q2 2015 | $240,000 | +2.1% | 5,009 | +0.0% | 0.22% | +0.9% |
| Q1 2015 | $235,000 | -14.9% | 5,008 | -9.4% | 0.22% | -12.9% |
| Q4 2014 | $276,000 | -56.0% | 5,528 | -41.6% | 0.26% | -55.9% |
| Q3 2014 | $627,000 | -14.5% | 9,458 | +0.0% | 0.58% | -10.6% |
| Q2 2014 | $733,000 | -0.3% | 9,457 | -12.1% | 0.65% | -5.8% |
| Q1 2014 | $735,000 | +2.1% | 10,754 | -3.2% | 0.69% | +4.2% |
| Q4 2013 | $720,000 | – | 11,112 | – | 0.66% | – |
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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% |