ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 99 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $511,000 | +38.5% | 6,064 | +0.7% | 0.30% | +43.8% |
| Q4 2021 | $369,000 | +6.3% | 6,024 | +1.0% | 0.21% | +1.0% |
| Q3 2021 | $347,000 | +2.4% | 5,966 | +1.0% | 0.21% | +1.5% |
| Q2 2021 | $339,000 | +18.1% | 5,909 | +0.4% | 0.20% | +12.6% |
| Q1 2021 | $287,000 | +36.7% | 5,888 | +0.5% | 0.18% | +30.9% |
| Q4 2020 | $210,000 | – | 5,857 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 38,843 | $3,333,141 | 3.07% |
| Audent Global Asset Management, LLC | 11,223 | $963,080 | 1.35% |
| Riggs Asset Managment Co. Inc. | 22,812 | $1,957,500 | 0.76% |
| Independent Family Office, LLC | 14,308 | $1,227,771 | 0.71% |
| Wealth Management Partners, LLC | 11,075 | $950,347 | 0.66% |
| VIAWEALTH, LLC | 9,548 | $819,394 | 0.65% |
| Endowment Wealth Management, Inc. | 6,992 | $595,001 | 0.60% |
| MARTIN & CO INC /TN/ | 24,871 | $2,134,183 | 0.55% |
| Teamwork Financial Advisors, LLC | 31,232 | $2,680,062 | 0.50% |
| SAXON INTERESTS, INC. | 8,724 | $748,564 | 0.42% |