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 ↓ |
|---|---|---|---|
| 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% |