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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $236,000 | -24.6% | 4,725 | 0.0% | 0.06% | -26.0% |
| Q3 2014 | $313,000 | -14.5% | 4,725 | 0.0% | 0.08% | -8.3% |
| Q2 2014 | $366,000 | +13.3% | 4,725 | 0.0% | 0.08% | +29.2% |
| Q1 2014 | $323,000 | +5.6% | 4,725 | 0.0% | 0.06% | +25.0% |
| Q4 2013 | $306,000 | +3.4% | 4,725 | 0.0% | 0.05% | +10.6% |
| Q3 2013 | $296,000 | +10.4% | 4,725 | 0.0% | 0.05% | +9.3% |
| Q2 2013 | $268,000 | – | 4,725 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 199,908 | $4,805,788 | 3.46% |
| MinichMacGregor Wealth Management, LLC | 379,955 | $9,134,118 | 3.02% |
| SPC Financial, Inc. | 633,543 | $15,230,374 | 1.71% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 71,703 | $1,723,735 | 1.61% |
| Cadent Capital Advisors, LLC | 151,757 | $3,648,244 | 1.52% |
| Van Cleef Asset Management,Inc | 185,741 | $4,465,214 | 0.70% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |