Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$351,000
-20.4%
24,382
-11.7%
0.06%
-7.4%
Q2 2022$441,000
+24.2%
27,607
+49.7%
0.07%
+51.1%
Q1 2022$355,000
+133.6%
18,437
+55.9%
0.04%
+136.8%
Q4 2021$152,000
+533.3%
11,827
+1166.3%
0.02%
+280.0%
Q1 2019$24,000
-27.3%
934
-42.8%
0.01%
-44.4%
Q4 2018$33,0001,6330.01%
Other shareholders
ISHARES TR shareholders Q3 2022
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