PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 56 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$14,000
-6.7%
1,0760.0%0.00%0.0%
Q3 2021$15,000
-6.2%
1,0760.0%0.00%0.0%
Q2 2021$16,000
+60.0%
1,076
+46.6%
0.00%0.0%
Q1 2021$10,000
+25.0%
7340.0%0.00%0.0%
Q4 2020$8,000
+60.0%
7340.0%0.00%
Q3 2020$5,000
-16.7%
7340.0%0.00%
-100.0%
Q2 2020$6,000734
+948.6%
0.00%
Q1 2020$0700.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
SPC Financial, Inc. 929,197$14,839,0001.83%
Milestone Advisory Partners 110,552$1,762,0001.43%
COTTONWOOD CAPITAL ADVISORS, LLC 87,292$1,394,0001.26%
NTV ASSET MANAGEMENT LLC 256,890$4,103,0000.80%
Well Done, LLC 175,063$2,796,0000.62%
Robinson Value Management, Ltd. 35,891$573,0000.53%
Van Cleef Asset Management,Inc 145,915$2,330,0000.40%
S. R. Schill & Associates 34,092$544,0000.27%
SeaCrest Wealth Management, LLC 109,379$1,747,0000.22%
SUMMIT FINANCIAL GROUP, INC. 30,235$483,0000.19%
View complete list of ISHARES TR shareholders