ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 40 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,384,593 | +2985.7% | 307,179 | +2482.6% | 0.20% | +3200.0% |
| Q2 2023 | $239,316 | +59.9% | 11,894 | +53.5% | 0.01% | +50.0% |
| Q1 2023 | $149,676 | +696.0% | 7,747 | +773.4% | 0.00% | +300.0% |
| Q4 2022 | $18,804 | -99.7% | 887 | -99.8% | 0.00% | -99.6% |
| Q1 2021 | $6,789,000 | +135680.0% | 506,308 | +79885.5% | 0.25% | – |
| Q3 2020 | $5,000 | +25.0% | 633 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -69.2% | 633 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $13,000 | +44.4% | 633 | +57.5% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 402 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | – | 402 | – | 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% |