ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 72 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $15,113,000 | +2337.6% | 403,064 | +2921.5% | 0.19% | +2614.3% |
| Q2 2018 | $620,000 | +39.0% | 13,340 | -16.6% | 0.01% | -91.7% |
| Q4 2017 | $446,000 | +10.9% | 15,993 | +5.8% | 0.08% | +1.2% |
| Q3 2017 | $402,000 | +30.5% | 15,113 | +18.6% | 0.08% | +20.3% |
| Q2 2017 | $308,000 | – | 12,745 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 104,687 | $2,628,000 | 3.66% |
| Lumbard & Kellner, LLC | 193,535 | $4,858,000 | 2.78% |
| Accuvest Global Advisors | 105,699 | $2,653,000 | 1.96% |
| Parkwood LLC | 292,000 | $7,329,000 | 1.05% |
| AFAM CAPITAL, INC. | 372,525 | $9,350,000 | 1.03% |
| Biondo Investment Advisors, LLC | 115,510 | $2,899,000 | 0.76% |
| Lattice Strategies LLC | 31,418 | $789,000 | 0.57% |
| Intercontinental Wealth Advisors, LLC | 33,467 | $840,000 | 0.49% |
| XPONANCE, INC. | 42,781 | $1,073,000 | 0.45% |
| NewSquare Capital LLC | 77,672 | $1,934,000 | 0.42% |