ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,002,326 | +3683.1% | 416,070 | +3066.2% | 0.01% | – |
| Q2 2023 | $264,398 | -82.6% | 13,141 | -83.3% | 0.00% | -100.0% |
| Q1 2023 | $1,523,266 | -55.1% | 78,844 | -50.7% | 0.00% | -60.0% |
| Q4 2022 | $3,391,326 | +1295.6% | 159,968 | +951.3% | 0.01% | – |
| Q2 2022 | $243,000 | -92.7% | 15,216 | -91.2% | 0.00% | -100.0% |
| Q1 2022 | $3,317,000 | +446.5% | 172,048 | +334.6% | 0.01% | +400.0% |
| Q2 2021 | $607,000 | -91.9% | 39,590 | -92.9% | 0.00% | -91.7% |
| Q1 2021 | $7,470,000 | +396.7% | 557,005 | +219.0% | 0.01% | +300.0% |
| Q2 2020 | $1,504,000 | +640.9% | 174,630 | +2065.3% | 0.00% | +200.0% |
| Q1 2019 | $203,000 | -88.2% | 8,065 | -90.4% | 0.00% | -83.3% |
| Q4 2018 | $1,720,000 | +139.2% | 84,265 | +319.6% | 0.01% | +200.0% |
| Q3 2018 | $719,000 | +9.9% | 20,082 | +12.9% | 0.00% | 0.0% |
| Q2 2018 | $654,000 | – | 17,781 | – | 0.00% | – |
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% |