ISHARES TR's ticker is EPOL and the CUSIP is 46429B606.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,196 | +17812.5% | 1,005 | +20000.0% | 0.00% | – |
Q2 2023 | $96 | +772.7% | 5 | -99.3% | 0.00% | – |
Q1 2023 | $11 | -35.3% | 727 | -35.1% | 0.00% | -100.0% |
Q4 2022 | $17 | – | 1,120 | +7900.0% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 14 | -75.0% | 0.00% | – |
Q2 2022 | $1,000 | – | 56 | +124.0% | 0.00% | – |
Q1 2022 | $0 | -100.0% | 25 | -96.7% | 0.00% | – |
Q4 2021 | $16,000 | -27.3% | 751 | -25.1% | 0.00% | -100.0% |
Q3 2021 | $22,000 | +175.0% | 1,003 | +168.9% | 0.00% | – |
Q2 2021 | $8,000 | +166.7% | 373 | +120.7% | 0.00% | – |
Q1 2021 | $3,000 | -40.0% | 169 | -46.0% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 313 | -12.1% | 0.00% | – |
Q3 2020 | $5,000 | -54.5% | 356 | -41.3% | 0.00% | – |
Q2 2020 | $11,000 | -21.4% | 606 | -39.8% | 0.00% | -100.0% |
Q1 2020 | $14,000 | +180.0% | 1,006 | +286.9% | 0.00% | – |
Q4 2019 | $5,000 | -50.0% | 260 | -36.4% | 0.00% | -100.0% |
Q2 2019 | $10,000 | +400.0% | 409 | +309.0% | 0.00% | – |
Q1 2019 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q4 2018 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2018 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2018 | $2,000 | -80.0% | 100 | -74.9% | 0.00% | -100.0% |
Q2 2017 | $10,000 | -37.5% | 398 | -44.9% | 0.00% | -50.0% |
Q1 2017 | $16,000 | -48.4% | 722 | -58.3% | 0.00% | -33.3% |
Q4 2016 | $31,000 | 0.0% | 1,732 | +0.3% | 0.00% | 0.0% |
Q3 2016 | $31,000 | -71.0% | 1,726 | -67.3% | 0.00% | -81.2% |
Q1 2016 | $107,000 | +122.9% | 5,278 | +96.9% | 0.02% | +100.0% |
Q4 2015 | $48,000 | -42.2% | 2,680 | -32.4% | 0.01% | 0.0% |
Q3 2015 | $83,000 | -27.8% | 3,967 | -21.4% | 0.01% | -20.0% |
Q2 2015 | $115,000 | +945.5% | 5,050 | +974.5% | 0.01% | +900.0% |
Q1 2015 | $11,000 | -88.4% | 470 | -88.1% | 0.00% | -88.9% |
Q4 2014 | $95,000 | -59.4% | 3,962 | -52.0% | 0.01% | -65.4% |
Q3 2014 | $234,000 | +35.3% | 8,252 | +43.0% | 0.03% | +18.2% |
Q1 2014 | $173,000 | – | 5,772 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New Vernon Capital Holdings II LLC | 104,687 | $2,628,000 | 3.66% |
Lumbard & Kellner, LLC | 193,535 | $4,858,000 | 2.78% |
Accuvest Global Advisors | 105,699 | $2,653,000 | 1.96% |
Parkwood LLC | 292,000 | $7,329,000 | 1.05% |
AFAM CAPITAL, INC. | 372,525 | $9,350,000 | 1.03% |
Biondo Investment Advisors, LLC | 115,510 | $2,899,000 | 0.76% |
Lattice Strategies LLC | 31,418 | $789,000 | 0.57% |
Intercontinental Wealth Advisors, LLC | 33,467 | $840,000 | 0.49% |
XPONANCE, INC. | 42,781 | $1,073,000 | 0.45% |
NewSquare Capital LLC | 77,672 | $1,934,000 | 0.42% |