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 | $1,042,326 | -63.2% | 43,358 | -69.2% | 0.00% | -100.0% |
| Q2 2023 | $2,829,013 | -24.9% | 140,607 | -27.9% | 0.00% | -50.0% |
| Q1 2023 | $3,765,313 | +624.1% | 194,892 | +439.6% | 0.00% | – |
| Q3 2022 | $520,000 | -87.2% | 36,116 | -85.8% | 0.00% | -100.0% |
| Q2 2022 | $4,069,000 | +1348.0% | 254,760 | +1498.5% | 0.00% | – |
| Q3 2019 | $281,000 | -56.6% | 15,937 | -46.6% | 0.00% | -100.0% |
| Q2 2019 | $648,000 | +13.9% | 29,869 | +70.1% | 0.00% | 0.0% |
| Q1 2018 | $569,000 | -82.3% | 17,561 | -80.3% | 0.00% | -88.9% |
| Q4 2017 | $3,206,000 | +537.4% | 89,234 | +534.3% | 0.01% | +200.0% |
| Q4 2015 | $503,000 | -1.8% | 14,067 | +31.9% | 0.00% | 0.0% |
| Q2 2015 | $512,000 | +127.6% | 10,663 | +214.1% | 0.00% | +50.0% |
| Q3 2014 | $225,000 | – | 3,395 | – | 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% |