Well Done, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 56 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,939,800
+40.9%
185,840
+6.2%
0.85%
+37.6%
Q2 2022$2,796,000
-14.3%
175,063
+3.5%
0.62%
-5.7%
Q1 2022$3,261,000
+123.4%
169,117
+55.3%
0.65%
+94.6%
Q1 2021$1,460,000
+155.2%
108,864
+63.7%
0.34%
+113.4%
Q2 2020$572,00066,4850.16%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 47,767$841,0000.35%
FRONT BARNETT ASSOCIATES LLC 52,819$930,0000.15%
Family Firm, Inc. 20,846$367,0000.13%
CONDOR CAPITAL MANAGEMENT 33,164$584,0000.09%
Cannell & Spears LLC 15,300$269,0000.03%
Global Retirement Partners, LLC 10,228$180,0000.03%
Tower Research Capital LLC (TRC) 23,883$420,0000.03%
Next Capital Management LLC 1,840$32,0000.02%
Steward Partners Investment Advisory, LLC 29,063$511,0000.02%
Crestwood Advisors Group, LLC 14,855$262,0000.01%
View complete list of ISHARES TR shareholders