ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 78 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 199,908 | $4,805,788 | 3.46% |
| MinichMacGregor Wealth Management, LLC | 379,955 | $9,134,118 | 3.02% |
| SPC Financial, Inc. | 633,543 | $15,230,374 | 1.71% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 71,703 | $1,723,735 | 1.61% |
| Cadent Capital Advisors, LLC | 151,757 | $3,648,244 | 1.52% |
| Van Cleef Asset Management,Inc | 185,741 | $4,465,214 | 0.70% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |