ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 297.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | -20.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | -54.5% | 232 | -51.7% | 0.00% | -66.7% |
| Q4 2016 | $22,000 | +15.8% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $19,000 | 0.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $19,000 | +26.7% | 480 | +13.5% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | +275.0% | 423 | +277.7% | 0.00% | +200.0% |
| Q4 2015 | $4,000 | – | 112 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |