ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,658 | -50.0% | 2,440 | +48.7% | 0.00% | – |
| Q2 2023 | $117,397 | +453.9% | 1,641 | +49.6% | 0.00% | – |
| Q1 2023 | $21,194 | -61.5% | 1,097 | -57.8% | 0.00% | – |
| Q4 2022 | $55,120 | -51.6% | 2,600 | -67.2% | 0.00% | -100.0% |
| Q3 2022 | $114,000 | -58.5% | 7,928 | -54.0% | 0.00% | -50.0% |
| Q2 2022 | $275,000 | +304.4% | 17,247 | +386.0% | 0.00% | +100.0% |
| Q1 2022 | $68,000 | +126.7% | 3,549 | +53.6% | 0.00% | – |
| Q4 2021 | $30,000 | -72.7% | 2,310 | -71.2% | 0.00% | -100.0% |
| Q3 2021 | $110,000 | +900.0% | 8,012 | +1044.6% | 0.00% | – |
| Q2 2021 | $11,000 | – | 700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |