ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $176,262 | +19.5% | 7,332 | 0.0% | 0.03% | +28.6% |
Q2 2023 | $147,520 | +4.1% | 7,332 | 0.0% | 0.02% | -4.5% |
Q1 2023 | $141,655 | -8.9% | 7,332 | 0.0% | 0.02% | -12.0% |
Q4 2022 | $155,438 | +46.6% | 7,332 | 0.0% | 0.02% | +31.6% |
Q3 2022 | $106,000 | -9.4% | 7,332 | 0.0% | 0.02% | -5.0% |
Q2 2022 | $117,000 | -17.0% | 7,332 | 0.0% | 0.02% | -4.8% |
Q1 2022 | $141,000 | +4600.0% | 7,332 | +2844.6% | 0.02% | – |
Q4 2021 | $3,000 | 0.0% | 249 | +4.2% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 239 | +19.5% | 0.00% | – |
Q2 2021 | $3,000 | +200.0% | 200 | +85.2% | 0.00% | – |
Q1 2021 | $1,000 | -99.8% | 108 | -98.2% | 0.00% | -100.0% |
Q3 2014 | $408,000 | -13.4% | 6,155 | +1.4% | 0.15% | -14.0% |
Q2 2014 | $471,000 | – | 6,070 | – | 0.18% | – |
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% |