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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |