ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 83 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.62 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $353,000 | +11.7% | 6,388 | +3.1% | 0.00% | 0.0% |
| Q3 2019 | $316,000 | -15.1% | 6,198 | -6.5% | 0.00% | -33.3% |
| Q2 2019 | $372,000 | -10.8% | 6,630 | -7.3% | 0.00% | 0.0% |
| Q1 2019 | $417,000 | -48.3% | 7,151 | -54.2% | 0.00% | -57.1% |
| Q4 2018 | $807,000 | -10.6% | 15,604 | +31.3% | 0.01% | -12.5% |
| Q3 2018 | $903,000 | -17.5% | 11,887 | -31.0% | 0.01% | -20.0% |
| Q2 2018 | $1,094,000 | 0.0% | 17,224 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,094,000 | +18.7% | 17,224 | +21.4% | 0.01% | +11.1% |
| Q4 2017 | $922,000 | +20.4% | 14,190 | +8.7% | 0.01% | +12.5% |
| Q3 2017 | $766,000 | +117.0% | 13,050 | +102.1% | 0.01% | +100.0% |
| Q2 2017 | $353,000 | -61.2% | 6,457 | -56.6% | 0.00% | -66.7% |
| Q1 2017 | $910,000 | +3.5% | 14,891 | +10.8% | 0.01% | 0.0% |
| Q4 2016 | $879,000 | +330.9% | 13,437 | +305.2% | 0.01% | +300.0% |
| Q3 2016 | $204,000 | +6.2% | 3,316 | -2.3% | 0.00% | 0.0% |
| Q2 2016 | $192,000 | -78.8% | 3,394 | -80.5% | 0.00% | -81.2% |
| Q1 2016 | $907,000 | -2.5% | 17,440 | -0.7% | 0.02% | -5.9% |
| Q4 2015 | $930,000 | +289.1% | 17,564 | +307.5% | 0.02% | +240.0% |
| Q3 2015 | $239,000 | -53.9% | 4,310 | -41.3% | 0.01% | -50.0% |
| Q2 2015 | $519,000 | -63.7% | 7,344 | -62.3% | 0.01% | -63.0% |
| Q1 2015 | $1,431,000 | 0.0% | 19,504 | -2.6% | 0.03% | -15.6% |
| Q4 2014 | $1,431,000 | +195.7% | 20,026 | +260.0% | 0.03% | +146.2% |
| Q3 2014 | $484,000 | -5.1% | 5,563 | +5.9% | 0.01% | -7.1% |
| Q2 2014 | $510,000 | +17.2% | 5,254 | +2.7% | 0.01% | +7.7% |
| Q1 2014 | $435,000 | +3.1% | 5,116 | -0.3% | 0.01% | 0.0% |
| Q4 2013 | $422,000 | +18.9% | 5,133 | +12.6% | 0.01% | +8.3% |
| Q3 2013 | $355,000 | -3.0% | 4,559 | -10.9% | 0.01% | -7.7% |
| Q2 2013 | $366,000 | – | 5,115 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT INC | 24,500 | $1,750,000 | 1.70% |
| Consolidated Investment Group LLC | 36,039 | $2,574,000 | 1.28% |
| MARTIN & CO INC /TN/ | 52,055 | $3,718,000 | 1.18% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 56,190 | $4,014,000 | 0.71% |
| MILLIE CAPITAL MANAGEMENT, LLC | 9,392 | $671,000 | 0.69% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 176,239 | $12,589,000 | 0.51% |
| Karp Capital Management Corp | 9,360 | $669,000 | 0.49% |
| Focused Wealth Management, Inc | 7,859 | $561,000 | 0.40% |
| Alerus Investment Advisors Corp | 29,564 | $2,112,000 | 0.36% |
| CUE ADVISORY SERVICES, INC. | 4,071 | $291,000 | 0.31% |