ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 52 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $458,000 | -9.3% | 35,501 | -3.7% | 0.11% | -16.8% |
| Q3 2021 | $505,000 | -10.6% | 36,863 | 0.0% | 0.13% | -12.7% |
| Q2 2021 | $565,000 | +13.7% | 36,863 | -0.5% | 0.15% | +1.4% |
| Q1 2021 | $497,000 | +16.9% | 37,056 | -2.0% | 0.15% | +5.0% |
| Q4 2020 | $425,000 | +42.1% | 37,815 | -8.7% | 0.14% | +13.7% |
| Q3 2020 | $299,000 | -17.6% | 41,404 | -1.8% | 0.12% | -23.0% |
| Q2 2020 | $363,000 | +37.5% | 42,173 | -5.0% | 0.16% | +21.1% |
| Q1 2020 | $264,000 | -73.2% | 44,405 | -8.4% | 0.13% | -66.9% |
| Q4 2019 | $985,000 | +17.1% | 48,460 | +1.5% | 0.40% | +14.2% |
| Q3 2019 | $841,000 | -11.7% | 47,767 | +8.8% | 0.35% | -17.9% |
| Q2 2019 | $952,000 | -17.5% | 43,910 | -3.9% | 0.43% | -22.7% |
| Q1 2019 | $1,154,000 | – | 45,682 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 47,767 | $841,000 | 0.35% |
| FRONT BARNETT ASSOCIATES LLC | 52,819 | $930,000 | 0.15% |
| Family Firm, Inc. | 20,846 | $367,000 | 0.13% |
| CONDOR CAPITAL MANAGEMENT | 33,164 | $584,000 | 0.09% |
| Cannell & Spears LLC | 15,300 | $269,000 | 0.03% |
| Global Retirement Partners, LLC | 10,228 | $180,000 | 0.03% |
| Tower Research Capital LLC (TRC) | 23,883 | $420,000 | 0.03% |
| Next Capital Management LLC | 1,840 | $32,000 | 0.02% |
| Steward Partners Investment Advisory, LLC | 29,063 | $511,000 | 0.02% |
| Crestwood Advisors Group, LLC | 14,855 | $262,000 | 0.01% |