ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 84 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $210,000 | -21.1% | 2,970 | -18.0% | 0.00% | -25.0% |
| Q1 2015 | $266,000 | 0.0% | 3,620 | -2.7% | 0.00% | 0.0% |
| Q4 2014 | $266,000 | -61.0% | 3,720 | -52.6% | 0.00% | -63.6% |
| Q3 2014 | $682,000 | +13.5% | 7,840 | +26.8% | 0.01% | +10.0% |
| Q2 2014 | $601,000 | +86.6% | 6,185 | +63.6% | 0.01% | +100.0% |
| Q1 2014 | $322,000 | -4.2% | 3,780 | -7.4% | 0.01% | -16.7% |
| Q4 2013 | $336,000 | +29.7% | 4,080 | +22.3% | 0.01% | +20.0% |
| Q3 2013 | $259,000 | +8.4% | 3,335 | 0.0% | 0.01% | +25.0% |
| Q2 2013 | $239,000 | +0.4% | 3,335 | +2.6% | 0.00% | -20.0% |
| Q1 2013 | $238,000 | – | 3,250 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 149,888 | $8,709,000 | 2.93% |
| EWG Elevate Inc. | 119,167 | $6,925,000 | 2.86% |
| ALTFEST L J & CO INC | 71,752 | $4,169,000 | 0.87% |
| GILL CAPITAL PARTNERS, LLC | 22,628 | $1,315,000 | 0.60% |
| MARTIN & CO INC /TN/ | 42,677 | $2,480,000 | 0.58% |
| Teamwork Financial Advisors, LLC | 42,142 | $2,449,000 | 0.48% |
| Independent Family Office, LLC | 12,852 | $747,000 | 0.31% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 5,966 | $347,000 | 0.21% |
| CARRET ASSET MANAGEMENT, LLC | 28,400 | $1,650,000 | 0.20% |
| GRIMES & COMPANY, INC. | 71,325 | $4,145,000 | 0.18% |