ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | -60.0% | 1,700 | +54.5% | 0.00% | -100.0% |
| Q4 2022 | $10 | -99.8% | 1,100 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 1,100 | -21.4% | 0.00% | – |
| Q2 2022 | $7,000 | -75.9% | 1,400 | -48.1% | 0.00% | -100.0% |
| Q1 2022 | $29,000 | +190.0% | 2,700 | -50.0% | 0.00% | – |
| Q4 2021 | $10,000 | +42.9% | 5,400 | -1.8% | 0.00% | – |
| Q3 2021 | $7,000 | – | 5,500 | +1275.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 400 | -98.5% | 0.00% | -100.0% |
| Q1 2021 | $281,000 | +1024.0% | 27,000 | -66.3% | 0.01% | +1300.0% |
| Q4 2020 | $25,000 | -54.5% | 80,200 | +149.8% | 0.00% | -66.7% |
| Q2 2020 | $55,000 | +1000.0% | 32,100 | +2575.0% | 0.00% | – |
| Q1 2020 | $5,000 | +25.0% | 1,200 | -40.1% | 0.00% | – |
| Q1 2018 | $4,000 | -73.3% | 2,004 | -82.1% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | +15.4% | 11,204 | -31.7% | 0.00% | – |
| Q3 2017 | $13,000 | – | 16,404 | +16304.0% | 0.00% | – |
| Q3 2016 | $0 | – | 100 | -50.0% | 0.00% | – |
| Q1 2016 | $0 | – | 200 | -77.8% | 0.00% | – |
| Q4 2015 | $0 | – | 900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 140,000 | $4,999,000 | 1.63% |
| Patriot Wealth Management, Inc. | 303,555 | $10,840,000 | 1.37% |
| RiverFront Investment Group, LLC | 1,421,575 | $50,764,000 | 1.20% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 86,353 | $3,010,000 | 1.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 31,716 | $1,106,000 | 0.99% |
| ALTFEST L J & CO INC | 68,240 | $2,437,000 | 0.71% |
| Psagot Value Holdings Ltd. | 333,518 | $11,910,000 | 0.53% |
| RAND WEALTH, LLC | 91,814 | $3,279,000 | 0.37% |
| FRONT BARNETT ASSOCIATES LLC | 55,325 | $1,976,000 | 0.30% |
| Shoker Investment Counsel, Inc. | 10,863 | $387,000 | 0.28% |