ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 47 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $9,000 | +28.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +75.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -20.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -66.7% | 600 | 0.0% | 0.00% | -66.7% |
| Q4 2019 | $12,000 | +9.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | -15.4% | 600 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $13,000 | +8.3% | 600 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $12,000 | -42.9% | 600 | 0.0% | 0.01% | -37.5% |
| Q3 2018 | $21,000 | – | 600 | – | 0.01% | – |
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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% |