ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 74 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52 | +420.0% | 2,172 | +314.5% | 0.00% | – |
| Q2 2023 | $10 | -86.3% | 524 | -84.9% | 0.00% | – |
| Q4 2022 | $73 | -99.2% | 3,468 | +406.3% | 0.00% | – |
| Q3 2022 | $9,000 | -76.9% | 685 | -72.4% | 0.00% | – |
| Q2 2022 | $39,000 | -66.7% | 2,485 | -59.4% | 0.00% | – |
| Q1 2022 | $117,000 | -41.5% | 6,115 | -51.3% | 0.00% | – |
| Q3 2021 | $200,000 | +10.5% | 12,558 | +5.9% | 0.00% | – |
| Q2 2021 | $181,000 | +269.4% | 11,858 | +168.4% | 0.00% | – |
| Q4 2020 | $49,000 | +11.4% | 4,418 | +252.9% | 0.00% | – |
| Q3 2018 | $44,000 | +1366.7% | 1,252 | +1152.0% | 0.00% | – |
| Q1 2018 | $3,000 | -98.5% | 100 | -98.3% | 0.00% | -100.0% |
| Q3 2017 | $203,000 | +73.5% | 5,743 | +64.8% | 0.01% | +60.0% |
| Q2 2017 | $117,000 | +735.7% | 3,484 | +743.6% | 0.01% | +400.0% |
| Q1 2016 | $14,000 | 0.0% | 413 | +0.7% | 0.00% | 0.0% |
| Q4 2015 | $14,000 | 0.0% | 410 | +34.9% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | – | 304 | – | 0.00% | – |
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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% |