ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 40 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292 | -60.8% | 12,147 | -67.2% | 0.00% | -50.0% |
| Q2 2023 | $745 | -33.7% | 37,035 | -36.3% | 0.00% | 0.0% |
| Q1 2023 | $1,123 | -99.9% | 58,166 | -14.0% | 0.00% | -33.3% |
| Q2 2022 | $1,079,000 | +937.5% | 67,611 | +457.0% | 0.00% | – |
| Q2 2020 | $104,000 | +44.4% | 12,139 | -1.0% | 0.00% | – |
| Q1 2020 | $72,000 | -74.7% | 12,261 | -12.6% | 0.00% | -100.0% |
| Q4 2019 | $285,000 | +39.0% | 14,023 | +20.1% | 0.00% | 0.0% |
| Q3 2019 | $205,000 | -2.4% | 11,676 | +20.3% | 0.00% | 0.0% |
| Q2 2019 | $210,000 | -12.9% | 9,708 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $241,000 | -36.6% | 9,549 | -10.3% | 0.00% | -50.0% |
| Q3 2018 | $380,000 | +14.8% | 10,643 | +17.2% | 0.00% | 0.0% |
| Q2 2018 | $331,000 | -0.6% | 9,078 | -11.6% | 0.00% | 0.0% |
| Q1 2018 | $333,000 | -5.1% | 10,275 | +5.1% | 0.00% | 0.0% |
| Q4 2017 | $351,000 | – | 9,778 | – | 0.00% | – |
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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% |