ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 162 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,247 | -23.0% | 3,827 | -32.8% | 0.01% | -20.0% |
| Q2 2023 | $484,532 | -7.4% | 5,691 | -6.7% | 0.02% | -6.2% |
| Q1 2023 | $523,123 | -9.4% | 6,097 | -2.4% | 0.02% | -27.3% |
| Q4 2022 | $577,223 | +8.9% | 6,247 | -1.5% | 0.02% | 0.0% |
| Q3 2022 | $530,000 | +33.2% | 6,345 | +25.0% | 0.02% | +100.0% |
| Q2 2022 | $398,000 | -9.1% | 5,078 | -2.3% | 0.01% | -15.4% |
| Q1 2022 | $438,000 | +194.0% | 5,195 | +112.9% | 0.01% | +225.0% |
| Q4 2021 | $149,000 | +106.9% | 2,440 | +96.5% | 0.00% | +100.0% |
| Q3 2021 | $72,000 | -23.4% | 1,242 | -24.5% | 0.00% | 0.0% |
| Q2 2021 | $94,000 | +176.5% | 1,645 | +134.7% | 0.00% | +100.0% |
| Q1 2021 | $34,000 | – | 701 | – | 0.00% | – |
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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% |