Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$458,000
-9.3%
35,501
-3.7%
0.11%
-16.8%
Q3 2021$505,000
-10.6%
36,8630.0%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$1,154,00045,6820.56%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 140,000$4,999,0001.63%
Patriot Wealth Management, Inc. 303,555$10,840,0001.37%
RiverFront Investment Group, LLC 1,421,575$50,764,0001.20%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 86,353$3,010,0001.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,716$1,106,0000.99%
ALTFEST L J & CO INC 68,240$2,437,0000.71%
Psagot Value Holdings Ltd. 333,518$11,910,0000.53%
RAND WEALTH, LLC 91,814$3,279,0000.37%
FRONT BARNETT ASSOCIATES LLC 55,325$1,976,0000.30%
Shoker Investment Counsel, Inc. 10,863$387,0000.28%
View complete list of ISHARES TR shareholders