ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 93 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,883 | +1191.4% | 2,283 | +937.7% | 0.00% | – |
| Q1 2023 | $4,250 | +41.7% | 220 | +27.2% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 173 | +43.0% | 0.00% | – |
| Q1 2019 | $3,000 | – | 121 | +450.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 22 | -92.8% | 0.00% | – |
| Q2 2018 | $11,000 | +266.7% | 306 | +363.6% | 0.00% | – |
| Q4 2016 | $3,000 | +50.0% | 66 | +17.9% | 0.00% | – |
| Q1 2016 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 56 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 929,197 | $14,839,000 | 1.83% |
| Milestone Advisory Partners | 110,552 | $1,762,000 | 1.43% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 87,292 | $1,394,000 | 1.26% |
| NTV ASSET MANAGEMENT LLC | 256,890 | $4,103,000 | 0.80% |
| Well Done, LLC | 175,063 | $2,796,000 | 0.62% |
| Robinson Value Management, Ltd. | 35,891 | $573,000 | 0.53% |
| Van Cleef Asset Management,Inc | 145,915 | $2,330,000 | 0.40% |
| S. R. Schill & Associates | 34,092 | $544,000 | 0.27% |
| SeaCrest Wealth Management, LLC | 109,379 | $1,747,000 | 0.22% |
| SUMMIT FINANCIAL GROUP, INC. | 30,235 | $483,000 | 0.19% |