Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 64 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$642,000
+113932.0%
31,905
+9.5%
0.04%
-16.3%
Q1 2023$563
-19.9%
29,125
-12.2%
0.04%
-6.5%
Q4 2022$703
-99.9%
33,155
-19.4%
0.05%
+9.5%
Q2 2021$630,000
+89.2%
41,143
+78.9%
0.04%
+250.0%
Q1 2021$333,00023,0000.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 44,405$264,0000.13%
FRONT BARNETT ASSOCIATES LLC 92,628$550,0000.10%
Addison Capital Co 21,548$128,0000.09%
Family Firm, Inc. 20,498$122,0000.05%
Global Retirement Partners, LLC 13,353$79,0000.02%
Cannell & Spears LLC 15,300$91,0000.01%
Equitable Holdings, Inc. 13,480$80,0000.00%
CITIZENS FINANCIAL GROUP INC/RI 1,521$9,0000.00%
QUADRANT CAPITAL GROUP LLC 773$5,0000.00%
Tarbox Family Office, Inc. 300$2,0000.00%
View complete list of ISHARES TR shareholders