ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 56 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $13,000 | +44.4% | 1,521 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -73.5% | 1,521 | -7.9% | 0.00% | -50.0% |
| Q4 2019 | $34,000 | -19.0% | 1,651 | -30.9% | 0.00% | -33.3% |
| Q3 2019 | $42,000 | -62.2% | 2,389 | -53.1% | 0.00% | -62.5% |
| Q2 2019 | $111,000 | -14.0% | 5,096 | 0.0% | 0.01% | -20.0% |
| Q1 2019 | $129,000 | +24.0% | 5,096 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $104,000 | -42.9% | 5,096 | 0.0% | 0.01% | -35.7% |
| Q3 2018 | $182,000 | -33.1% | 5,096 | -31.6% | 0.01% | -39.1% |
| Q2 2018 | $272,000 | +12.4% | 7,451 | 0.0% | 0.02% | +15.0% |
| Q1 2018 | $242,000 | -14.2% | 7,451 | -5.1% | 0.02% | -13.0% |
| Q4 2017 | $282,000 | -7.5% | 7,851 | -9.1% | 0.02% | -11.5% |
| Q3 2017 | $305,000 | +2.3% | 8,638 | -2.3% | 0.03% | 0.0% |
| Q2 2017 | $298,000 | -20.7% | 8,843 | -1.0% | 0.03% | -21.2% |
| Q1 2017 | $376,000 | -13.0% | 8,933 | -6.0% | 0.03% | -21.4% |
| Q4 2016 | $432,000 | -4.0% | 9,508 | -16.4% | 0.04% | -2.3% |
| Q3 2016 | $450,000 | -4.7% | 11,368 | -7.1% | 0.04% | -4.4% |
| Q2 2016 | $472,000 | -15.3% | 12,231 | -21.6% | 0.04% | -16.7% |
| Q1 2016 | $557,000 | -23.4% | 15,602 | -21.9% | 0.05% | -21.7% |
| Q4 2015 | $727,000 | – | 19,982 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 75,990 | $1,528,914 | 1.40% |
| St. Louis Financial Planners Asset Management, LLC | 28,821 | $579,877 | 0.58% |
| Van Cleef Asset Management,Inc | 187,314 | $3,768,758 | 0.58% |
| Milestone Advisory Partners | 16,590 | $333,791 | 0.30% |
| SUMMIT FINANCIAL GROUP, INC. | 30,290 | $609,434 | 0.24% |
| Kingsview Wealth Management, LLC | 104,227 | $2,097,041 | 0.08% |
| NTV ASSET MANAGEMENT LLC | 21,905 | $440,729 | 0.08% |
| Apeiron RIA LLC | 9,956 | $200,315 | 0.07% |
| SeaCrest Wealth Management, LLC | 25,778 | $518,653 | 0.06% |
| Executive Wealth Management, LLC | 23,526 | $473,358 | 0.05% |