ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 74 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $156,000 | +12.2% | 10,215 | -1.4% | 0.04% | +5.0% |
| Q1 2021 | $139,000 | -14.2% | 10,356 | -17.2% | 0.04% | -16.7% |
| Q4 2020 | $162,000 | +72.3% | 12,512 | -4.3% | 0.05% | +41.2% |
| Q3 2020 | $94,000 | -32.9% | 13,073 | -19.7% | 0.03% | -34.6% |
| Q2 2020 | $140,000 | +14.8% | 16,285 | -20.6% | 0.05% | 0.0% |
| Q1 2020 | $122,000 | -70.7% | 20,498 | 0.0% | 0.05% | -63.1% |
| Q4 2019 | $417,000 | +13.6% | 20,498 | -1.7% | 0.14% | +8.5% |
| Q3 2019 | $367,000 | -18.6% | 20,846 | +0.3% | 0.13% | -18.2% |
| Q2 2019 | $451,000 | -18.6% | 20,785 | -5.3% | 0.16% | -20.9% |
| Q1 2019 | $554,000 | +37.1% | 21,938 | +10.9% | 0.20% | +24.8% |
| Q4 2018 | $404,000 | +16.8% | 19,781 | +104.2% | 0.16% | +28.8% |
| Q3 2018 | $346,000 | +24.0% | 9,685 | +26.9% | 0.12% | +19.0% |
| Q2 2018 | $279,000 | +14.3% | 7,634 | +1.6% | 0.10% | +10.5% |
| Q1 2018 | $244,000 | – | 7,517 | – | 0.10% | – |
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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% |