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% | – |
Download | ||||||
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% |