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 | 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% |