ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 58 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,988 | +550.1% | 3,097 | +628.7% | 0.00% | – |
| Q2 2023 | $8,151 | +25.1% | 425 | +1.0% | 0.00% | – |
| Q1 2023 | $6,517 | -6.9% | 421 | +3.7% | 0.00% | – |
| Q4 2022 | $7,000 | +16.7% | 406 | -40.3% | 0.00% | – |
| Q3 2022 | $6,000 | -45.5% | 680 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -21.4% | 680 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -36.4% | 680 | -33.9% | 0.00% | – |
| Q4 2021 | $22,000 | +29.4% | 1,028 | +32.5% | 0.00% | – |
| Q3 2021 | $17,000 | -46.9% | 776 | -47.4% | 0.00% | – |
| Q2 2021 | $32,000 | -3.0% | 1,474 | -16.6% | 0.00% | – |
| Q1 2021 | $33,000 | +3.1% | 1,768 | +5.2% | 0.00% | – |
| Q4 2020 | $32,000 | -11.1% | 1,681 | -22.9% | 0.00% | – |
| Q3 2020 | $36,000 | -7.7% | 2,179 | -7.2% | 0.00% | – |
| Q2 2020 | $39,000 | -40.0% | 2,347 | -50.7% | 0.00% | – |
| Q1 2020 | $65,000 | – | 4,763 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lumbard & Kellner, LLC | 193,760 | $4,623,000 | 2.41% |
| CUMBERLAND ADVISORS INC | 79,820 | $1,905,000 | 1.28% |
| Glovista Investments LLC | 199,496 | $4,774,000 | 1.24% |
| OLD MISSION CAPITAL LLC | 111,829 | $2,668,000 | 0.46% |
| Intercontinental Wealth Advisors, LLC | 35,318 | $843,000 | 0.42% |
| Empirical Finance, LLC | 60,558 | $1,445,000 | 0.36% |
| XPONANCE, INC. | 42,781 | $1,020,000 | 0.34% |
| Lattice Strategies LLC | 16,397 | $391,000 | 0.30% |
| Camelot Portfolios, LLC | 25,245 | $602,000 | 0.27% |
| Ballew Advisors, Inc | 11,408 | $245,000 | 0.22% |