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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $91,000 | -70.7% | 15,300 | 0.0% | 0.01% | -66.7% |
| Q4 2019 | $311,000 | +15.6% | 15,300 | 0.0% | 0.03% | +6.5% |
| Q3 2019 | $269,000 | -19.0% | 15,300 | 0.0% | 0.03% | -20.5% |
| Q2 2019 | $332,000 | -14.0% | 15,300 | 0.0% | 0.04% | -20.4% |
| Q1 2019 | $386,000 | +23.7% | 15,300 | 0.0% | 0.05% | +6.5% |
| Q4 2018 | $312,000 | – | 15,300 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 43,910 | $952,000 | 0.43% |
| BOSTON RESEARCH & MANAGEMENT INC | 35,070 | $760,000 | 0.31% |
| Family Firm, Inc. | 20,785 | $451,000 | 0.16% |
| FRONT BARNETT ASSOCIATES LLC | 37,484 | $813,000 | 0.14% |
| Private Wealth Advisors, Inc. | 14,213 | $308,000 | 0.11% |
| Virtu Financial LLC | 64,194 | $1,392,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 33,474 | $726,000 | 0.05% |
| Cannell & Spears LLC | 15,300 | $332,000 | 0.04% |
| Next Capital Management LLC | 1,840 | $40,000 | 0.03% |
| Laurel Wealth Advisors LLC | 3,300 | $72,000 | 0.02% |