ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 75 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |