ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 77 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,154 | +28.7% | 34,402 | +7.7% | 0.03% | +28.0% |
| Q2 2023 | $642,941 | +20.0% | 31,950 | +15.2% | 0.02% | +13.6% |
| Q1 2023 | $535,914 | -1.0% | 27,736 | +8.6% | 0.02% | -18.5% |
| Q4 2022 | $541,209 | +76.9% | 25,528 | +20.3% | 0.03% | +68.8% |
| Q3 2022 | $306,000 | +66.3% | 21,215 | +84.0% | 0.02% | +77.8% |
| Q2 2022 | $184,000 | +222.8% | 11,530 | +293.2% | 0.01% | +350.0% |
| Q1 2022 | $57,000 | – | 2,932 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |