ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,427 | – | 20,382 | – | 0.10% | – |
Download | ||||||
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% |