ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 68 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,000 | -37.5% | 300 | -11.8% | 0.00% | – |
| Q2 2019 | $8,000 | -11.1% | 340 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | -76.3% | 340 | -81.7% | 0.00% | – |
| Q4 2018 | $38,000 | -60.8% | 1,855 | -31.2% | 0.00% | – |
| Q3 2018 | $97,000 | +26.0% | 2,696 | +27.8% | 0.00% | – |
| Q2 2018 | $77,000 | +63.8% | 2,109 | +45.6% | 0.00% | – |
| Q1 2018 | $47,000 | -9.6% | 1,448 | +0.3% | 0.00% | – |
| Q4 2017 | $52,000 | +2.0% | 1,444 | +0.2% | 0.00% | – |
| Q3 2017 | $51,000 | +4.1% | 1,441 | -1.6% | 0.00% | – |
| Q2 2017 | $49,000 | -14.0% | 1,464 | +7.8% | 0.00% | – |
| Q1 2017 | $57,000 | -31.3% | 1,358 | -25.3% | 0.00% | – |
| Q4 2016 | $83,000 | +59.6% | 1,818 | +38.1% | 0.00% | – |
| Q3 2016 | $52,000 | +2.0% | 1,316 | +0.2% | 0.00% | – |
| Q2 2016 | $51,000 | +8.5% | 1,314 | -0.6% | 0.00% | – |
| Q1 2016 | $47,000 | +23.7% | 1,322 | +23.8% | 0.00% | – |
| Q4 2015 | $38,000 | +22.6% | 1,068 | +24.0% | 0.00% | – |
| Q3 2015 | $31,000 | +19.2% | 861 | +61.5% | 0.00% | – |
| Q2 2015 | $26,000 | +18.2% | 533 | +16.6% | 0.00% | – |
| Q1 2015 | $22,000 | -33.3% | 457 | -9.5% | 0.00% | – |
| Q4 2013 | $33,000 | +450.0% | 505 | +359.1% | 0.00% | – |
| Q2 2013 | $6,000 | – | 110 | – | 0.00% | – |
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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% |