ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 89 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |