Truvestments Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Truvestments Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,644
+19.5%
1100.0%0.00%0.0%
Q2 2023$2,213
+4.1%
1100.0%0.00%0.0%
Q1 2023$2,125
-8.9%
1100.0%0.00%0.0%
Q4 2022$2,332
+16.6%
1100.0%0.00%0.0%
Q3 2022$2,0000.0%1100.0%0.00%0.0%
Q2 2022$2,000
+100.0%
1100.0%0.00%0.0%
Q4 2021$1,000
-50.0%
1100.0%0.00%0.0%
Q3 2021$2,0000.0%1100.0%0.00%0.0%
Q2 2021$2,0000.0%110
-50.0%
0.00%0.0%
Q1 2021$2,0000.0%220
+18.9%
0.00%0.0%
Q4 2020$2,000
+100.0%
1850.0%0.00%0.0%
Q3 2020$1,0000.0%1850.0%0.00%0.0%
Q2 2020$1,0000.0%1850.0%0.00%0.0%
Q1 2020$1,000
-66.7%
1850.0%0.00%
-50.0%
Q3 2019$3,000
-25.0%
1850.0%0.00%
-33.3%
Q2 2019$4,000
-20.0%
1850.0%0.00%
-25.0%
Q1 2019$5,000
-28.6%
1850.0%0.00%
+33.3%
Q3 2018$7,0001850.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 47,767$841,0000.35%
FRONT BARNETT ASSOCIATES LLC 52,819$930,0000.15%
Family Firm, Inc. 20,846$367,0000.13%
CONDOR CAPITAL MANAGEMENT 33,164$584,0000.09%
Cannell & Spears LLC 15,300$269,0000.03%
Global Retirement Partners, LLC 10,228$180,0000.03%
Tower Research Capital LLC (TRC) 23,883$420,0000.03%
Next Capital Management LLC 1,840$32,0000.02%
Steward Partners Investment Advisory, LLC 29,063$511,0000.02%
Crestwood Advisors Group, LLC 14,855$262,0000.01%
View complete list of ISHARES TR shareholders