ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96 | +20.0% | 4 | 0.0% | 0.00% | – |
| Q2 2023 | $80 | -98.3% | 4 | -98.3% | 0.00% | – |
| Q1 2023 | $4,642 | -8.6% | 240 | +0.4% | 0.00% | – |
| Q4 2022 | $5,076 | +69.2% | 239 | +0.8% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 237 | +1.7% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 233 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | +33.3% | 233 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 233 | +0.4% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 232 | +85.6% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | -20.0% | 125 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | – | 125 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SPC Financial, Inc. | 929,197 | $14,839,000 | 1.83% |
| Milestone Advisory Partners | 110,552 | $1,762,000 | 1.43% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 87,292 | $1,394,000 | 1.26% |
| NTV ASSET MANAGEMENT LLC | 256,890 | $4,103,000 | 0.80% |
| Well Done, LLC | 175,063 | $2,796,000 | 0.62% |
| Robinson Value Management, Ltd. | 35,891 | $573,000 | 0.53% |
| Van Cleef Asset Management,Inc | 145,915 | $2,330,000 | 0.40% |
| S. R. Schill & Associates | 34,092 | $544,000 | 0.27% |
| SeaCrest Wealth Management, LLC | 109,379 | $1,747,000 | 0.22% |
| SUMMIT FINANCIAL GROUP, INC. | 30,235 | $483,000 | 0.19% |