ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 47 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |