ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 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 ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 75,990 | $1,528,914 | 1.40% |
| St. Louis Financial Planners Asset Management, LLC | 28,821 | $579,877 | 0.58% |
| Van Cleef Asset Management,Inc | 187,314 | $3,768,758 | 0.58% |
| Milestone Advisory Partners | 16,590 | $333,791 | 0.30% |
| SUMMIT FINANCIAL GROUP, INC. | 30,290 | $609,434 | 0.24% |
| Kingsview Wealth Management, LLC | 104,227 | $2,097,041 | 0.08% |
| NTV ASSET MANAGEMENT LLC | 21,905 | $440,729 | 0.08% |
| Apeiron RIA LLC | 9,956 | $200,315 | 0.07% |
| SeaCrest Wealth Management, LLC | 25,778 | $518,653 | 0.06% |
| Executive Wealth Management, LLC | 23,526 | $473,358 | 0.05% |