ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 39 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,664 | +2.3% | 37 | +2.8% | 0.00% | 0.0% |
| Q1 2024 | $1,626 | -3.3% | 36 | +2.9% | 0.00% | 0.0% |
| Q4 2023 | $1,682 | +9.4% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,537 | -9.3% | 35 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $1,695 | -8.8% | 34 | -8.1% | 0.00% | -50.0% |
| Q1 2023 | $1,858 | -7.1% | 37 | +2.8% | 0.00% | 0.0% |
| Q4 2022 | $2,000 | 0.0% | 36 | -23.4% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 47 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 45 | +36.4% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 33 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -50.0% | 34 | -41.4% | 0.00% | -50.0% |
| Q1 2021 | $4,000 | – | 58 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marotta Asset Management | 127,118 | $7,484,708,000 | 1.70% |
| INNEALTA CAPITAL, LLC | 56,843 | $3,347,000 | 1.66% |
| WEATHERLY ASSET MANAGEMENT L. P. | 39,768 | $2,342,000 | 0.26% |
| Jasper Ridge Partners, L.P. | 76,727 | $4,518,000 | 0.17% |
| Marks Group Wealth Management, Inc | 12,691 | $748,000 | 0.09% |
| Eagle Bay Advisors LLC | 2,200 | $130,000 | 0.08% |
| AMG National Trust Bank | 26,542 | $1,563,000 | 0.05% |
| TIEDEMANN ADVISORS, LLC | 15,385 | $906,000 | 0.04% |
| SPC Financial, Inc. | 6,250 | $368,000 | 0.04% |
| Transamerica Financial Advisors, Inc. | 5 | $1,000 | 0.03% |