ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 69 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2,558.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,054 | +25.7% | 2,847 | +12.4% | 0.00% | +50.0% |
| Q2 2023 | $50,964 | +1418.6% | 2,533 | +1233.2% | 0.00% | – |
| Q1 2023 | $3,356 | -16.3% | 190 | +0.5% | 0.00% | – |
| Q4 2022 | $4,010 | – | 189 | +9350.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $55,000 | -11.3% | 3,453 | +8.1% | 0.00% | -20.0% |
| Q1 2022 | $62,000 | -38.6% | 3,195 | -72.8% | 0.01% | -68.8% |
| Q2 2020 | $101,000 | +27.8% | 11,757 | -12.0% | 0.02% | +6.7% |
| Q1 2020 | $79,000 | -63.1% | 13,353 | +26.8% | 0.02% | -54.5% |
| Q4 2019 | $214,000 | +18.9% | 10,534 | +3.0% | 0.03% | +10.0% |
| Q3 2019 | $180,000 | +1700.0% | 10,228 | +3539.9% | 0.03% | +650.0% |
| Q3 2017 | $10,000 | – | 281 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |