BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 297.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$505,741
+1727.4%
20,093
+1497.2%
0.00%
Q2 2023$27,676
-9.8%
1,258
-9.8%
0.00%
Q4 2022$30,668
-85.7%
1,394
-87.0%
0.00%
Q3 2022$215,000
-31.1%
10,733
-31.1%
0.00%
Q2 2022$312,000
+10300.0%
15,570
+10280.0%
0.00%
Q2 2019$3,000
-25.0%
1500.0%0.00%
Q1 2019$4,000
-92.7%
150
-94.4%
0.00%
Q4 2018$55,000
+205.6%
2,699
+401.7%
0.00%
Q2 2017$18,000
-21.7%
5380.0%0.00%
Q1 2017$23,000
+2200.0%
538
+1755.2%
0.00%
Q4 2016$1,0000.0%290.0%0.00%
Q3 2016$1,000
-97.2%
29
-96.9%
0.00%
Q2 2016$36,000
+300.0%
929
+430.9%
0.00%
Q4 2014$9,000
-25.0%
1750.0%0.00%
Q3 2014$12,000
-42.9%
175
-34.0%
0.00%
Q2 2014$21,0000.0%265
-11.7%
0.00%
Q1 2014$21,000
-32.3%
300
-36.8%
0.00%
Q4 2013$31,000
+3.3%
4750.0%0.00%
Q3 2013$30,000
-18.9%
475
-26.9%
0.00%
Q2 2013$37,0006500.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders