ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 54 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $144,000 | -10.0% | 10,000 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $160,000 | -17.1% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $193,000 | +49.6% | 10,000 | 0.0% | 0.01% | +33.3% |
| Q4 2021 | $129,000 | -5.8% | 10,000 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $137,000 | -10.5% | 10,000 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $153,000 | +14.2% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $134,000 | +19.6% | 10,000 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $112,000 | – | 10,000 | – | 0.01% | – |
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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% |