ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.30 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,392 | +19.5% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $2,002 | -57.0% | 100 | -58.7% | 0.00% | – |
| Q1 2023 | $4,656 | +208.8% | 242 | +240.8% | 0.00% | – |
| Q4 2022 | $1,508 | +50.8% | 71 | -1.4% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 72 | +1.4% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 71 | -30.4% | 0.00% | – |
| Q1 2022 | $2,000 | – | 102 | +10100.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 2 | -99.6% | 0.00% | – |
| Q2 2020 | $4,000 | +300.0% | 500 | +244.8% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 145 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 145 | -0.7% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 146 | +0.7% | 0.00% | – |
| Q2 2019 | $3,000 | -25.0% | 145 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | +33.3% | 145 | -0.7% | 0.00% | – |
| Q4 2018 | $3,000 | -76.9% | 146 | -60.3% | 0.00% | – |
| Q3 2018 | $13,000 | -93.7% | 368 | -86.3% | 0.00% | – |
| Q2 2014 | $207,000 | – | 2,687 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 45,682 | $1,154,000 | 0.56% |
| BOSTON RESEARCH & MANAGEMENT INC | 30,590 | $772,000 | 0.32% |
| Family Firm, Inc. | 21,938 | $554,000 | 0.20% |
| Blume Capital Management, Inc. | 14,400 | $364,000 | 0.19% |
| Private Wealth Advisors, Inc. | 16,298 | $412,000 | 0.15% |
| FRONT BARNETT ASSOCIATES LLC | 37,744 | $953,000 | 0.15% |
| Van Cleef Asset Management,Inc | 15,810 | $399,000 | 0.09% |
| Tower Research Capital LLC (TRC) | 39,897 | $1,008,000 | 0.06% |
| ALTFEST L J & CO INC | 9,185 | $232,000 | 0.06% |
| Laurel Wealth Advisors LLC | 5,800 | $147,000 | 0.05% |