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

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.30 and the average weighting 0.0%.

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 Q3 2020
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders