ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 61 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,995 | +34.5% | 18,677 | +12.6% | 0.37% | +23.5% |
| Q2 2023 | $333,791 | -15.6% | 16,590 | -18.9% | 0.30% | -17.3% |
| Q1 2023 | $395,442 | -33.9% | 20,468 | -27.4% | 0.36% | -18.0% |
| Q4 2022 | $597,861 | +47.3% | 28,201 | 0.0% | 0.44% | +45.9% |
| Q3 2022 | $406,000 | -77.0% | 28,201 | -74.5% | 0.30% | -78.6% |
| Q2 2022 | $1,762,000 | -30.0% | 110,552 | -15.3% | 1.43% | +5.2% |
| Q1 2022 | $2,516,000 | – | 130,475 | – | 1.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 199,908 | $4,805,788 | 3.46% |
| MinichMacGregor Wealth Management, LLC | 379,955 | $9,134,118 | 3.02% |
| SPC Financial, Inc. | 633,543 | $15,230,374 | 1.71% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 71,703 | $1,723,735 | 1.61% |
| Cadent Capital Advisors, LLC | 151,757 | $3,648,244 | 1.52% |
| Van Cleef Asset Management,Inc | 185,741 | $4,465,214 | 0.70% |
| Amica Retiree Medical Trust | 14,930 | $359 | 0.42% |
| Revisor Wealth Management LLC | 20,667 | $496,835 | 0.42% |
| Milestone Advisory Partners | 18,677 | $448,995 | 0.37% |
| AMICA MUTUAL INSURANCE CO | 119,143 | $2,864 | 0.34% |