Kozak & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEUS and the CUSIP is 464288497. A total of 54 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,136
-27.4%
805
-21.2%
0.01%
-36.4%
Q2 2023$53,880
-1.1%
1,0210.0%0.02%
-8.3%
Q1 2023$54,462
+108824.0%
1,0210.0%0.02%
-4.0%
Q4 2022$50
-99.9%
1,0210.0%0.02%
-3.8%
Q3 2022$41,000
-18.0%
1,021
-1.3%
0.03%
-21.2%
Q2 2022$50,000
-13.8%
1,0340.0%0.03%
-10.8%
Q1 2022$58,0000.0%1,0340.0%0.04%0.0%
Q4 2021$58,000
-20.5%
1,034
+1.6%
0.04%
-14.0%
Q3 2021$73,0001,0180.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Janney Capital Management LLC 341,720$16,9081.30%
COURIER CAPITAL LLC 73,189$3,621,4130.30%
Allie Family Office LLC 5,520$293,2010.24%
Financial Alternatives, Inc 4,360$215,7330.20%
Sweet Financial Partners, LLC 9,755$482,6770.13%
Cedar Wealth Management, LLC 4,763$235,6720.09%
Full Sail Capital, LLC 14,200$702,6160.06%
ASHFORD CAPITAL MANAGEMENT INC 7,279$360,1650.05%
FLOW TRADERS U.S. LLC 15,319$7580.04%
McClarren Financial Advisors, Inc. 457$220.02%
View complete list of ISHARES TR shareholders