ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 73 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,337 | -11.6% | 12,025 | -3.0% | 0.01% | -11.1% |
| Q4 2022 | $262,942 | +61.3% | 12,402 | +9.7% | 0.01% | +50.0% |
| Q3 2022 | $163,000 | -27.6% | 11,308 | -19.6% | 0.01% | -25.0% |
| Q2 2022 | $225,000 | -24.2% | 14,071 | -8.7% | 0.01% | -11.1% |
| Q1 2022 | $297,000 | +96.7% | 15,418 | +31.5% | 0.01% | +125.0% |
| Q4 2021 | $151,000 | -11.7% | 11,727 | -6.1% | 0.00% | -20.0% |
| Q3 2021 | $171,000 | -16.2% | 12,486 | -6.3% | 0.01% | -16.7% |
| Q2 2021 | $204,000 | +29.1% | 13,328 | +13.3% | 0.01% | +20.0% |
| Q1 2021 | $158,000 | – | 11,759 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 75,990 | $1,528,914 | 1.40% |
| St. Louis Financial Planners Asset Management, LLC | 28,821 | $579,877 | 0.58% |
| Van Cleef Asset Management,Inc | 187,314 | $3,768,758 | 0.58% |
| Milestone Advisory Partners | 16,590 | $333,791 | 0.30% |
| SUMMIT FINANCIAL GROUP, INC. | 30,290 | $609,434 | 0.24% |
| Kingsview Wealth Management, LLC | 104,227 | $2,097,041 | 0.08% |
| NTV ASSET MANAGEMENT LLC | 21,905 | $440,729 | 0.08% |
| Apeiron RIA LLC | 9,956 | $200,315 | 0.07% |
| SeaCrest Wealth Management, LLC | 25,778 | $518,653 | 0.06% |
| Executive Wealth Management, LLC | 23,526 | $473,358 | 0.05% |