ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $31,000 | +1450.0% | 1,540 | +1440.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -50.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -99.5% | 100 | -98.6% | 0.00% | -100.0% |
| Q2 2014 | $563,000 | +14.9% | 7,275 | +1.4% | 0.00% | 0.0% |
| Q1 2014 | $490,000 | +5.4% | 7,175 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $465,000 | +3.6% | 7,175 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $449,000 | +10.6% | 7,175 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $406,000 | – | 7,175 | – | 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% |