ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3 | -99.8% | 172 | +0.6% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 171 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 171 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | +50.0% | 171 | +0.6% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 170 | +415.2% | 0.00% | – |
| Q1 2019 | $1,000 | – | 33 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 43,910 | $952,000 | 0.43% |
| BOSTON RESEARCH & MANAGEMENT INC | 35,070 | $760,000 | 0.31% |
| Family Firm, Inc. | 20,785 | $451,000 | 0.16% |
| FRONT BARNETT ASSOCIATES LLC | 37,484 | $813,000 | 0.14% |
| Private Wealth Advisors, Inc. | 14,213 | $308,000 | 0.11% |
| Virtu Financial LLC | 64,194 | $1,392,000 | 0.08% |
| Tower Research Capital LLC (TRC) | 33,474 | $726,000 | 0.05% |
| Cannell & Spears LLC | 15,300 | $332,000 | 0.04% |
| Next Capital Management LLC | 1,840 | $40,000 | 0.03% |
| Laurel Wealth Advisors LLC | 3,300 | $72,000 | 0.02% |