ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 51 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,000 | +50.0% | 147 | +20.5% | 0.00% | – |
| Q3 2019 | $2,000 | -33.3% | 122 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 122 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $3,000 | +50.0% | 122 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -84.6% | 122 | -67.2% | 0.00% | -100.0% |
| Q3 2018 | $13,000 | -69.8% | 372 | -70.8% | 0.01% | -50.0% |
| Q3 2017 | $43,000 | -99.9% | 1,276 | +4.6% | 0.01% | +20.0% |
| Q2 2017 | $41,000,000 | -21.2% | 1,220 | -11.0% | 0.01% | -28.6% |
| Q1 2017 | $52,000,000 | -46.9% | 1,371 | -36.6% | 0.01% | -17.6% |
| Q4 2016 | $98,000,000 | +98889.9% | 2,163 | -13.8% | 0.02% | -5.6% |
| Q3 2016 | $99,000 | +70.7% | 2,510 | +65.2% | 0.02% | 0.0% |
| Q2 2016 | $58,000 | -1.7% | 1,519 | -8.8% | 0.02% | -14.3% |
| Q1 2016 | $59,000 | -15.7% | 1,666 | -15.3% | 0.02% | -19.2% |
| Q4 2015 | $70,000 | -7.9% | 1,966 | -7.1% | 0.03% | -3.7% |
| Q3 2015 | $76,000 | +216.7% | 2,116 | +310.1% | 0.03% | +237.5% |
| Q2 2015 | $24,000 | +100.0% | 516 | +94.0% | 0.01% | +100.0% |
| Q1 2015 | $12,000 | -7.7% | 266 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | -45.8% | 266 | -27.3% | 0.00% | -20.0% |
| Q3 2014 | $24,000 | – | 366 | – | 0.01% | – |
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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% |