Tarbox Family Office, Inc. - ISHARES TR ownership

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
Tarbox Family Office, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,000
-20.0%
3000.0%0.00%0.0%
Q2 2021$5,000
+25.0%
3000.0%0.00%0.0%
Q1 2021$4,000
+33.3%
3000.0%0.00%0.0%
Q4 2020$3,000
+50.0%
3000.0%0.00%
Q3 2020$2,000
-33.3%
3000.0%0.00%
-100.0%
Q2 2020$3,000
+50.0%
3000.0%0.00%0.0%
Q1 2020$2,000
-66.7%
3000.0%0.00%
-50.0%
Q4 2019$6,000
+20.0%
3000.0%0.00%0.0%
Q3 2019$5,000
-28.6%
3000.0%0.00%0.0%
Q2 2019$7,000
-12.5%
3000.0%0.00%
-33.3%
Q1 2019$8,000
+33.3%
3000.0%0.00%
+50.0%
Q4 2018$6,000
-45.5%
3000.0%0.00%
-50.0%
Q3 2018$11,0000.0%3000.0%0.00%0.0%
Q2 2018$11,000
+10.0%
3000.0%0.00%0.0%
Q1 2018$10,000
-9.1%
3000.0%0.00%0.0%
Q4 2017$11,0000.0%3000.0%0.00%
-20.0%
Q3 2017$11,000
+10.0%
3000.0%0.01%0.0%
Q2 2017$10,000
-23.1%
3000.0%0.01%
-28.6%
Q1 2017$13,000
-7.1%
3000.0%0.01%
-12.5%
Q4 2016$14,000
+16.7%
3000.0%0.01%0.0%
Q3 2016$12,0000.0%3000.0%0.01%
-11.1%
Q2 2016$12,000
+9.1%
3000.0%0.01%
+12.5%
Q1 2016$11,0000.0%3000.0%0.01%
-11.1%
Q4 2015$11,0000.0%3000.0%0.01%
-10.0%
Q3 2015$11,000
-21.4%
3000.0%0.01%
-16.7%
Q2 2015$14,0000.0%3000.0%0.01%0.0%
Q1 2015$14,000
-6.7%
3000.0%0.01%
-14.3%
Q4 2014$15,000
-25.0%
3000.0%0.01%
-22.2%
Q3 2014$20,000
-13.0%
3000.0%0.02%
-14.3%
Q2 2014$23,000
+15.0%
3000.0%0.02%
+16.7%
Q1 2014$20,000
+5.3%
3000.0%0.02%
+12.5%
Q4 2013$19,0003000.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 140,000$4,999,0001.63%
Patriot Wealth Management, Inc. 303,555$10,840,0001.37%
RiverFront Investment Group, LLC 1,421,575$50,764,0001.20%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 86,353$3,010,0001.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,716$1,106,0000.99%
ALTFEST L J & CO INC 68,240$2,437,0000.71%
Psagot Value Holdings Ltd. 333,518$11,910,0000.53%
RAND WEALTH, LLC 91,814$3,279,0000.37%
FRONT BARNETT ASSOCIATES LLC 55,325$1,976,0000.30%
Shoker Investment Counsel, Inc. 10,863$387,0000.28%
View complete list of ISHARES TR shareholders