Truvestments Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 47 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 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 Q3 2021
NameSharesValueWeighting ↓
EWG Elevate Inc. 483,043$5,429,0002.50%
Van Cleef Asset Management,Inc 168,045$1,889,0000.31%
Occidental Asset Management, LLC 37,815$425,0000.14%
GRIMES & COMPANY, INC. 94,063$1,057,0000.06%
Family Firm, Inc. 12,512$162,0000.05%
Mutual Advisors, LLC 20,354$229,0000.02%
Tower Research Capital LLC (TRC) 39,874$448,0000.01%
DOWLING & YAHNKE LLC 10,000$112,0000.01%
STEPHENS INC /AR/ 16,081$181,0000.00%
QUADRANT CAPITAL GROUP LLC 784$9,0000.00%
View complete list of ISHARES TR shareholders